Katherine Pitman

WORK HISTORY

EDUCATION

SKILLS

ABOUT KATHERINE PITMAN

As a dedicated client assistant Katherine’s true passion lies in making others feel comfortable and secure, especially when navigating their financial goals. She excels at providing exceptional customer service, ensuring client needs are met with efficiency and a calming presence.Over two decades in nonprofit community engagement with Mobile United and United Way of Southwest Alabama, set a solid foundation for organization, planning, and customer service skills that she continues to use today.Her financial career started in retail banking and later included helping unbanked and underbanked people and families find financial stability. At Wells Fargo Advisors as a client associate, she gained valuable experience assisting financial advisors and honing her understanding of financial processes. Now, as a dedicated client assistant manager at Steward Partners, Katherine leverages her expertise and skills where she anticipates client needs, manages administrative tasks effectively, and offers clear, concise communication.Beyond her professional commitments, she’s passionate about giving back to her community through involvement with various non-profit organizations including Volunteer Mobile, Alabama Coastal Foundation, United Way of Southwest Alabama, and the 3 Mile Creek Greenway Trail project. This dedication to service reflects her core values and commitment to building meaningful relationships.Katherine is married to Skipper Pitman, and they have adult children, Alice and Crawford Phillips.Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions.Office:(25••••••70E-mail: k••••••••@stewardpartners.com