Katie Banis, CFP®
Wealth Manager
Katie serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 15 years of experience in the financial services industry, Katie offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Katie served as a partner and advisor at an independent investment advisory firm, where she was involved in portfolio construction, financial plan creation and execution, and investment management.
Katie received her Bachelor of Arts degree from Northeastern University and her Master of Business Administration degree from Boston College. She is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Originally from the Boston area, Katie lives in Dallas with her two French Bulldogs. In her spare time, she enjoys hiking, reading and attending Dallas Stars games as a season ticket holder.
Articles by Katie Banis, CFP®
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