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![Katie Florig portrait image. Your local Wealth Advisor in Winnetka, IL.](https://contentstatic.com/a7846d67-b9b5-4c36-96e6-12d17f0e91bc.png)
Katie Florig
Managing Director
Address
Winnetka
520 Green Bay Road
Winnetka, IL 60093
Financial solutions for high net worth clients and Ultra-high net worth with investible assets of $1MM - $100MM+
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About me
Katie oversees a team of professionals dedicated to providing high net worth individuals, families and organizations, including closely –held and family owned business, endowments and foundations, with a full range of wealth services as part of an overall personal wealth management strategy. She joined the organization in 2010 and has over 25 years of experience in the financial services industry as a portfolio manager.
Katie received a BS in finance from Miami University of Ohio. She holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional. Katie is a member of the CFA Institute and the CFA Society of Chicago.
Katie is a past Board Member of the Madison Museum of Contemporary Art. Katie resides in Kenilworth with her husband and daughter.
Katie received a BS in finance from Miami University of Ohio. She holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional. Katie is a member of the CFA Institute and the CFA Society of Chicago.
Katie is a past Board Member of the Madison Museum of Contemporary Art. Katie resides in Kenilworth with her husband and daughter.
Services offered
- Wealth Planning
- Banking and Borrowing
- Trust and Estate
- Investment Management
- Retirement Planning
- Philanthropy
- Tax Planning
- Insurance & Risk Management
- Investment Advisory Services
- Family Office Services
- Capital Advisory Services
- Fiduciary Advisory Services
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