Katrina H. Everett, CFP, CIMA, RICP
Senior Financial Advisor
I help a select group of individuals to build, manage, preserve, and transition wealth. I apply a rigorous disciplined process to deliver comprehensive wealth management services. A thorough process, that begins with listening to understand your unique needs.
For nearly two decades Katrina has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Katrina has dedicated her career to delivering the personalized investment planning services her clients deserve.
Katrina began her career as a Financial Advisor with Bank of America Investments in Charlotte and later transitioned her practice to Atlanta Georgia. She joined Wells Fargo Advisors in 2009 to take a comprehensive wealth management approach in providing personalized financial advice for a select group of individuals, families, and business owners. In 2007, Katrina earned the CERTIFIED FINANCIAL PLANNERTM designation by completing an approved educational program, passing a rigorous board examination and meeting stringent experience requirements. In 2018 Katrina attended the Wharton School of business to earn the CIMA® designation, and in 2021 earned the RICP designation from the College of Financial Planning. She holds FINRA Series 7, 63, and 65 registrations as well as her insurance licenses.
Katrina’s has a passion for learning and watching sports. She loves playing Pickleball, and most weekends you can find her on the courts! While earning her bachelor’s degree in Business at Queens University McColl School of Business in Charlotte, Katrina was a collegiate athlete and studied abroad for a summer in Spain. Katrina lives in Marietta Georgia and enjoys spending time at the Marietta Square. Away from the office, Katrina spends her free time with her husband, Chris, and their two daughters, McKenzie and Harper. Katrina also volunteers her time and serves currently as a board member and past Executive President of the Marietta Schools Foundation.
For nearly two decades Katrina has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Katrina has dedicated her career to delivering the personalized investment planning services her clients deserve.
Katrina began her career as a Financial Advisor with Bank of America Investments in Charlotte and later transitioned her practice to Atlanta Georgia. She joined Wells Fargo Advisors in 2009 to take a comprehensive wealth management approach in providing personalized financial advice for a select group of individuals, families, and business owners. In 2007, Katrina earned the CERTIFIED FINANCIAL PLANNERTM designation by completing an approved educational program, passing a rigorous board examination and meeting stringent experience requirements. In 2018 Katrina attended the Wharton School of business to earn the CIMA® designation, and in 2021 earned the RICP designation from the College of Financial Planning. She holds FINRA Series 7, 63, and 65 registrations as well as her insurance licenses.
Katrina’s has a passion for learning and watching sports. She loves playing Pickleball, and most weekends you can find her on the courts! While earning her bachelor’s degree in Business at Queens University McColl School of Business in Charlotte, Katrina was a collegiate athlete and studied abroad for a summer in Spain. Katrina lives in Marietta Georgia and enjoys spending time at the Marietta Square. Away from the office, Katrina spends her free time with her husband, Chris, and their two daughters, McKenzie and Harper. Katrina also volunteers her time and serves currently as a board member and past Executive President of the Marietta Schools Foundation.