Katie Wall Email & Phone Number
Financial Advisor @ Edward Jones
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Katie Wall Location
- Chapel Hill, NC, US
Katie Wall Work
- Financial Advisor @ (January 2019 - Present)
- Director of Evaluation and Coaching @ (July 2017 - July 2018)
- Data Analysis Specialist @ (July 2014 - June 2017)
- Curriculum Coach @ (July 2010 - June 2014)
- Middle Grades Math Teach @ (August 2005 - June 2010)
Katie Wall Education
- The University of North Carolina at Chapel Hill
Bachelor of Science - BS (Middle Grades Math Education)
2001-2005
Katie Wall Skills
- 401(k) Retirement Savings Plans
- 401k Options
- 529 Plans
- College Savings Plans
- ETFs
- Education Savings
- Emergency Fund
- Estate Considerations
- Fixed Annuities
- Insurance
- Investment Strategies
- Investments
- Life Insurance
- Long Term Care
- Long Term Care Insurance
- Mutual Funds
- Owner K Plans
- Pension Funds
- Portfolio and Retirement Plan Reviews
- Retirement Planning
- SEP IRA
- Simple IRA
- Stocks
- Tax-advantaged Investment Strategies
- Term Life Insurance
- Variable Annuities
- Wealth Strategies
Katie Wall Summary
- Katie Wall, based in Chapel Hill, NC, US, is currently a Financial Advisor at Edward Jones. Katie Wall brings experience from previous roles at Johnston County Public Schools. Katie Wall holds a 2001 - 2005 Bachelor of Science - BS in Middle Grades Math Education @ The University of North Carolina at Chapel Hill. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k Options, 529 Plans, College Savings Plans, ETFs and more. Katie Wall has 3 emails and 1 mobile phone numbers on RocketReach.
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