Kate Anders, CFP®, CFTA, MBA

I pride myself in developing strong and lasting relationships with my clients. No two families, individuals, or businesses are ever the same, and each requires a personalized plan to help pursue their ultimate goals. I work with my clients to clarify, quantify, and prioritize their financial goals so we can find a suitable way to pursue those goals over a given time horizon.

Upon graduating with an MBA from Campbell University in 2010, Kate began her financial services career in Raleigh with her previous financial services company.  During her time at Campbell, she participated in two summer internships with a large Wealth Management company.  These internships gave her vast insight into the high net worth-client experience.

Kate graduated from Campbell University after completing a rigorous 3/2 program. She simultaneously obtained her Bachelors of Business Administration in Trust & Wealth Management with a minor in Financial Planning, and her Masters of Business Administration.  She is Series 7 and 66 securities registered, and holds a NC State Insurance License, enabling her to offer Insurances, Annuities, and Long Term Care.

During her free time, Kate enjoys traveling, photography, spending time with her four nieces and nephew, and being involved in the local Raleigh community.