Katie M. White, CFP®, CDFA®
Senior Wealth Advisor
Katie began her career in the investment industry in 1999 after earning her Bachelor of Science in Finance from the University of Tampa. With a background spanning large bank-owned trust companies, brokerage firms, and RIAs, she brings a well-rounded perspective on wealth management.
Throughout her career, Katie has dedicated herself to advising high-net-worth individuals and families, offering her expertise in investment management and holistic financial planning. She works closely with attorneys to support clients throughout the estate planning process. In 2005, she achieved the Certified Financial Planner® designation, and she further advanced her expertise in 2022 by earning the Certified Divorce Financial Analyst® designation. In the role of a CDFA®, Katie is instrumental in helping clients understand the financial impact of divorce and illustrating equitable distribution options.
In addition to her professional work, Katie is actively involved in community leadership. She currently serves as Treasurer for Next Generation Divorce and is a member of the Board of Directors for the Camp Cristina YMCA.
In her free time, Katie enjoys spending time with her husband and watching their 16-year-old son play hockey. She loves traveling and appreciates the year-round outdoor lifestyle that comes with living in the greater Tampa Bay area.