Kate C. Brown, CFP®
Vice President, Senior Wealth Planner
Area of Focus
Individuals & Families
Kate Brown joined the firm in August 2015 and serves as the Senior Wealth Planner in the Private Client Group. She focuses on the wealth planning needs of high net worth individuals.
Most recently, Brown worked as a Wealth Planner for The Private Client Reserve at U.S. Bank where she was recognized in 2012 as a "Reserve Elite" winner. Prior to joining U.S. Bank, she held several Wealth Planning and leadership positions including DWM Advisors in North Carolina, Kuehl Shepherd Kozlowski Group, and Wachovia Securities in Virginia.
Education & Designations
Brown earned a Bachelor of Science in Business Administration with concentrations in International Business and Marketing and a Spanish minor from the University of Richmond. She is a CERTIFIED FINANCIAL PLANNER™ and has received several accolades including being recognized in 2013 by Venue magazine in its "40 Under 40" issue and was selected as a participant in the 2014 YWCA Rising Star leadership program class.
She is a graduate of the United Way Emerging Leaders program and is involved in the Cincinnati Symphony Orchestra Encore program, Cincinnati Area Senior Services, and Fernside, a center for grieving children.