Associate Wealth Advisor

Katie Keary, CFP®, CDFA®

As an associate wealth advisor, Katie Keary has a lot of responsibilities: monitoring accounts, rebalancing, addressing questions and concerns, and advising on overall investment strategies. What she enjoys most, though, is building relationships with clients beyond the dollars and cents conversations. 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.

Let's look at the big picture, together.