Katie Blanton
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Total Reviews: 0
Investment FirmInvestment Firm
Hours
Mon 9:00 AM to 5:30 PMTue 9:00 AM to 5:30 PM
Wed 9:00 AM to 5:30 PM
Thu 9:00 AM to 5:30 PM
Fri 9:00 AM to 6:00 PM
Sat Closed
Sun Closed
About Katie Blanton
With over 15 years in the financial services industry, I’ve dedicated my career to helping individuals and families achieve financial security and peace of mind. As a private banker, I focus on understanding my clients' unique needs and delivering personalized solutions that align with their goals—whether it's purchasing a home, managing debt, or planning for major life milestones. My time as a branch manager was incredibly rewarding, as it provided me with the opportunity to lead a team and build a culture of exceptional service. It was there that I honed my skills in member relationship management, operational efficiency, and business development—all of which have been invaluable in my transition to private banking. I learned that strong leadership and a member-first mentality are key to building lasting relationships, and those principles continue to guide my work today. In my current role as a private banker, I find fulfillment in helping members navigate complex financial decisions, providing clarity and confidence at every stage of their journey. What I value most is the trust my members place in me, knowing I am there to support them with thoughtful, tailored solutions that make a real difference in their lives. Whether it's managing financial challenges or planning for future goals, I’m committed to delivering personalized service that offers both financial stability and peace of mind.Services
Our Specialties: Client relationship building, sales and business development, wealth management, financial planning