Katie Gibert is a wealth management financial advisor based in New Orleans, LA.
Katie joined CAPTRUST in 2023 from Southern Wealth Management. She specializes in ultra-high-net-worth individuals and families and is a Whole Family Advisor Associate (WFAA) certified advisor. As such, she guides clients and their families as they navigate their own journey to success and well-being.
Katie holds a Bachelor of Science degree in accounting from the University of Alabama and is a certified public accountant.
Outside of the office, Katie enjoys spending time with family and friends and anything that takes her outdoors.
Education
- Bachelor of Science degree in accounting from the University of Alabama
Industry Designations
- Certified Public Accountant
Industry Involvement
- Board Member, Resource Bank
- Member, New Orleans Estate Planning Council
- Member, American Institute of Certified Public Accountants
- Member, Louisiana Society of Certified Public Accountants
Memberships
- Member, the Greater New Orleans Foundation Cornerstone Council, Past Chairman
- Board Member, the Eye, Ear, Nose & Throat Foundation
- Sustaining Member of the Junior League of New Orleans, Past Board Member and Treasurer