Katherine Neto, AWMA®
Client Service Associate
Katherine has nearly a decade of experience in financial planning, portfolio management, and client services. She previously worked at Janney Montgomery Scott, collaborating with financial advisors to develop tailored investment strategies and financial plans. Before that, she honed her expertise in client services and financial operations at Ameriprise Financial. Katherine holds the AWMA® designation and Series 7 license, bringing a deep understanding of wealth management to SteelPeak. Passionate about helping individuals achieve their financial goals, she takes a personalized approach to every client.
Outside of work, Katherine is an avid gamer who loves exploring new cuisines and unwinding at the beach with her wife and their dog.
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Schedule a Meeting with
Katherine
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
