Kate Donnelly
Partnering with families for sustainable financial planning
- Role
- Wealth Manager & Shareholder at Laird Norton Wetherby
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Kate Donnelly
I am a financial and investment advisor with a focus on sustainable finance and financial literacy for all.I have a degree in elementary education and am a Certified Financial Planner (TM) professional.My experience includes:* Convening individuals and families to discuss the responsibilities of wealth - from next generation empowerment to strategic philanthropy to impact investing.* Providing comprehensive financial planning services that integrate financial and life goals to ensure that everything from legacy planning to annual tax planning are intentional and continually monitored as life evolves.* Engaging in firm-wide projects to continually curate business practices that are helpful and meaningful to our client base and other stakeholders. I have both led and supported corporate social responsibility and diversity, equity and inclusion initiatives.With over two decades in the wealth management and trust industry, I maintain both structure and variety. You will find me open to learning every day and able to offer ideas from experience.
Experience
Wealth Manager & Shareholder
Sep 2021 — Present · Seattle, WA, US
Comprehensive wealth manager offering the full spectrum of specialized wealth planning, investment management and trust services.
Education
Bucknell University
Bachelor of Science, EDUCATION
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