Katherine Edwards's Location
Murfreesboro, TN, US
Katherine Edwards's Work
- Financial Advisor @ MainStreet Financial Planning, Inc.
- CFP® @ Adams Chetwood Wealth Management LLC
- Registered Client Associate @ Adams Chetwood Wealth Management LLC
- Branch Service Associate @ New York Fitness
Katherine Edwards's Education
- University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
2007 - 2011 - Duke University
Executive Certificate in Financial Planning
2016 - 2017
Katherine Edwards's Skills
- Risk Management
- Financial Services
- Microsoft Office
- Customer Service
- Series 66
- Series 7
- Microsoft Excel
- Wealth Management
- Financial Planning
Katherine Edwards's Summary
Katherine Edwards, based in Murfreesboro, TN, US, is currently a Financial Advisor at MainStreet Financial Planning, Inc., bringing experience from previous roles at Adams Chetwood Wealth Management LLC and UBS Financial Services, Inc.. Katherine Edwards holds a 2007 - 2011 Bachelor of Arts (B.A.) @ University of North Carolina at Chapel Hill. With a robust skill set that includes Risk Management, Financial Services, Microsoft Office, Customer Service, Series 66 and more, Katherine Edwards contributes valuable insights to the industry. Katherine Edwards has 2 emails on RocketReach.
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