KATIE MCPARTLAND, CFP®, CDFA®

Financial Advisor

Senior Vice President - Investment Officer

Address: 510 7TH ST W , PALMETTO , FL 34221
Call: 941-723-4409  |  800-669-8295    Fax: 941-729-4038
Email: Katie.L.Mcpartland@wellsfargo.com Compose mail in a new window

Tailored Financial Strategies. Personal Service.

My Associate(s): Maureen Dye, Client Associate

My Experience

  • 2012 - Present : Wells Fargo Advisors
  • 2008 - 2012 : Vision Bank
  • 2006 - 2008 : A.G. Edwards

My Education & Credentials

  • Bachelor of Science in Finance - University of Phoenix
  • Masters in Business Administration - University of Phoenix
Securities Registered in the following states: AL, AR, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
Insurance licensed in the following states: Resident State: FL
KATIE MCPARTLAND: Financial Advisor: Wells Fargo Clearing Services, LLC