Katie Keary, CFP®, CDFA®
Katie Keary’s goal is to help clients enjoy the confidence that comes with identifying what matters most to them, creating a plan to achieve their goals and continually tracking their progress. She achieves that by building deep relationships with clients, so she can design a financial strategy that aligns with their values and helps them leave a legacy for future generations. Her top priority is always acting in the best interests of her clients.
Prior to joining Buckingham Strategic Wealth in 2014, Katie served as client service manager for Moneta Group and as a paraplanner for The Sher Group. She is a CERTIFIED FINANCIAL PLANNERTM professional and a Certified Divorce Financial Analyst.
Katie earned her bachelor’s degree in human and environmental sciences with an emphasis in financial planning from the University of Missouri-Columbia. She resides in St. Louis.