Wealth South | KATIE BEARD
956
portfolio_page-template-default,single,single-portfolio_page,postid-956,qode-quick-links-1.0,ajax_fade,page_not_loaded,,qode-title-hidden,qode_grid_1300,hide_top_bar_on_mobile_header,qode-theme-ver-16.7,qode-theme-bridge,wpb-js-composer js-comp-ver-5.5.2,vc_responsive

KATIE BEARD

Core Philosophy

Sincerity, honesty and positivity are some of the values that drive my service to clients. I believe that the client comes first. The root of my business practice is making sure I understand the client’s story and what is important to them. Following through with the personal relationship and attention to detail is what I believe differentiates my level of service.

PROFESSIONAL EXPERIENCE

Years of experience in financial services
10

Locally Committed:

Junior Achievement of South Central Kentucky, Board Member; Women’s Fund of South Central Kentucky; Alpha Delta Pi Advisory Board at Western Kentucky University; Western Kentucky University Young Alumni Council, President; Western Kentucky Alumni Association; Bowling Green Country Club, Past President; Bowling Green Living- Top 40 Under 40; Leadership Bowling Green, Alumnus; SkyPAC’s Eat Drink & Be Artsy, Committee Member; United Way, volunteer.

EDUCATION

Western Kentucky University (B.A. in Public Relations)
2009

FOR CONTACT INFORMATION