Katie Johnson, CFP®

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

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™

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

Resources

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