Katie Stephenson, JD, CFP®
Wealth Manager, Partner
Katie serves as a 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 a decade 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 wealth manager at a Memphis-based independent investment advisory firm.
Katie received her Bachelor of Arts and Master of Business Administration degrees from Mississippi State University and her Juris Doctor degree from the University of Memphis. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and a member of the State Bar of Tennessee.
Katie enjoys traveling and spending time with her three children, Thomas, Clarke and Wise.
Articles by Katie Stephenson, JD, CFP®
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