Katie Carlson, Title Needed
Katie began her career 20 years ago with a High-Net-Worth Wealth Management team at Smith Barney in Chicago, Illinois. She has worked for some of the industry’s leading financial firms and brings with her experience in both client service and new business administration. Prior to joining CFG in 2023, Katie worked in the Registered Investment Advisor space for multiple firms in the Phoenix/Scottsdale area. She has previously held her FINRA Series 7, 66, and 31 registrations and currently holds her FINRA Series 65 registration and Life Insurance license.
Katie earned her Bachelor’s Degree in Communications from the University of Illinois Urbana-Champaign in 2005. Originally from the Chicagoland area, Katie relocated to Arizona in 2016 to enjoy the warm, sunny climate.