Katie Sledge, MSF
Client Services Specialist
Katie enjoys helping clients feel supported and confident throughout their financial journey. She values clear communication, staying organized, and making the process feel easy and approachable. Katie enjoys being someone clients can rely on when they have administrative questions, need updates, or simply want to better understand their accounts.
Katie graduated from the University of North Carolina Wilmington with a bachelor’s degree in finance, as well as her master’s degree in finance. She currently holds her SIE through LPL Financial and is pursuing additional licensing as she continues building her career in wealth management.
Outside of work, Katie enjoys spending time with friends and family, traveling, and playing tennis. Photography is one of her creative outlets, and she finds joy in capturing special moments.
EDUCATION & PROFESSIONAL EXPERIENCE
- University of North Carolina Wilmington – B.S. Finance
- University of North Carolina Wilmington – M.S. Finance
LICENSES
- SIE – Through LPL Financial
OUTSIDE INTERESTS
- Tennis
- Traveling
- Photography