Katey is dedicated in delivering a high-quality experience, for each of our client relationships. She handles operations of the team with a high level of service. Her responsibilities include, but not limited to, opening accounts, submitting money transfers, document processing, team projects and ongoing maintenance with efficiency and professionalism. As a Registered Client Service Representative, she focuses on ensuring a seamless process, for each client, to continue to build strong and trusting relationships.
Prior to joining the AB&E group of Raymond James, she was a Branch Operations Specialist at Raymond James, beginning her experience in the Financial Industry in 2018. Katey graduated from Benedictine University with a Bachelor's degree in Accounting* with a Personal Financial Planning concentration. She is also a licensed professional, holding the Series 7 and Series 66 licenses.
Originally from Chicago, Katey now resides in Oak Lawn, Illinois, with her husband, James. Katey enjoys cooking, crafting, reading, traveling, going to musicals and spending time with friends and family.
*Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.