Katie Smith

About Katie Smith

I\'ve always been passionate about helping others, and being a financial advisor with Edward Jones allows me to make a meaningful impact in my clients\' lives. Every day, I\'m inspired by the people I have the privilege to work with and serve.Originally from Fremont, I\'ve called the Raleigh area home since 2013. I graduated from NC State University in 2017 with a dual degree in Business Administration and Fashion/Textile Management. In addition, I earned the CFP® certification in 2023. My husband, Heath, and I stay busy raising our two daughters, Kinslee and Kennedy, alongside our Golden Retriever, Bentley. We\'re actively involved in our community through Blessed2BlessU Ministries and as members of Bethlehem Baptist Church.In 2025, I relocated my office to Knightdale to be closer to home, family, and the community we love. It\'s a joy to serve clients in a place that means so much to me personally and professionally.At Edward Jones, I take the time to truly understand what matters most to you - your goals, values, priorities, and comfort level with risk. With that foundation, we create a personalized strategy designed to help you achieve your long-term objectives with confidence.I partner with individuals, families and small business owners to develop and implement thoughtful financial strategies - whether that means planning for retirement, saving for education, or protecting the financial future of loved ones. I also collaborate with a trusted network of CPAs, estate planning attorneys, and insurance specialists, to ensure all aspects of your financial life are working instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Jan 2020 — Present

Education

• North Carolina State University

  Bachelor of Science (BS), Fashion and Textile Management and Business Administration

  2013 — 2017