Katie Wilson

Wealth Advisor, Managing Principal

Katie partners with clients to help them understand what’s possible—she encourages a lifestyle that’s both fiscally responsible and aligned with one’s personal values, while simultaneously providing guidance to achieve long term goals. In an ever-changing and complex industry, Katie serves as an advocate for her clients and manages dollars for a more sustainable and just world. A Magna Cum Laude graduate of Thomas College, Katie earned a B.S./MBA in Finance and began her lifelong career in financial planning and investment advisory work as an intern during her graduate program. With an entrepreneurial and curious spirit, she is fascinated by culture and sociology, personal development, and behavioral finance. Outside of the office, you can find Katie prioritizing wellness, fitness and the outdoors, and stepping into the worlds of her two daughters, Adeline & Tenley. Together they explore the unique towns of the Hudson Valley and the Northeast—favorite spots include the Northeast Kingdom of VT, the Catskill 3500 peaks, and the coasts of Rhode Island and Boothbay Harbor, Maine. Favorite activities include field frolicking, hiking, a forgiving bedtime, live music, farmers markets and meals shared with loved ones. In addition, Katie advocates for children with disabilities, domestic violence awareness, the Hudson River, sustainable business, and good coffee!

• FINRA Series 7 & 63. NYS Life
• Accident & Health Insurance Licenses
• Candidate for the rigorous CFP® certification
• Member of Hudson Valley Estate Planning Council, NYS Sustainable Business Council, Women in Pensions Network, Ellevate Network—Hudson Valley Chapter, Hudson Valley Women In Business.  Ambassador to Riverkeeper. Member and Supporter of Working for Women.