3 weeks ago
An Update on the Debt Ceiling
As the U.S. debt ceiling takes over the headlines, this...
- With CAPTRUST Since 2023
- 866.767.8007
-
10650 Red Circle Drive #303
Minnetonka, MN 55343
Katie Johnson, CFP®
Vice President,
Financial Advisor
- St. Louis, MO
- Shakespeare in Love
- Abraham Lincoln, Margaret Thatcher, and Mother Teresa
- Be the change you want to see in the world.
- Humor, self-awareness, and tenacity
Financial Advisors
Katie Johnson is a wealth management financial advisor based in Minnetonka, MN.
Katie joined CAPTRUST in 2023 from QA Wealth Management and she serves as a vice president and financial advisor. She helps clients with comprehensive financial planning, investments, cash flow modeling, estate planning, and more. Prior to joining the firm, she was a Senior Advisor at Moneta Group.
Katie holds both a Bachelor of Arts degree in communications and political science and a Juris Doctorate degree from St. Louis University. She also holds the designation of CERTIFIED FINANCIAL PLANNER (CFP®). When she’s not at the office, Katie enjoys traveling, tennis, golf, watching her two sons play sports, and reading.
Education
- Bachelor of Arts degree in communications and political science and Juris Doctorate degree from St. Louis University
Industry Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Industry Involvement
- Member, Missouri Bar Association
Memberships
- Board Member, National Share Pregnancy and Infant Loss
- Board Member, Lafayette Country Club
- Board Member, St. Bartholomew School Advisory Council
- Member, Interfaith Outreach Women’s Group
News & Resources
Resources
Announcements
2 months ago
QA Wealth Management Joins CAPTRUST
Firm Specializes in Wealth Management for Big Four and Consulting...
Resources
3 months ago
Market Thoughts 3.13.2023
Two recent bank closures have put investors on high alert...
Wealth Management
3 months ago
Understanding Interest Rates
What is an interest rate and how is it calculated?...
