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.
Direct Line
919-276-5566
Main Office
919-205-8473
Kate Anders, CFP®, CFTA, MBA
Financial Advisor
Kate’s passion for building genuine connections and understanding the unique needs of each client led her to establish Vesta Wealth as a commitment to crafting personalized strategies that align with both her values and her clients’ goals.
Since earning her MBA from Campbell University, Kate has been dedicated to guiding individuals and families towards financial freedom. Her hands-on experience during internships with a leading wealth management company provided valuable insights into serving high net worth clients.
Kate’s academic achievements speak for themselves. Graduating Campbell University’s rigorous 3/2 program, she earned both her Bachelor of Business Administration in Trust & Wealth Management, and her Masters of Business Administration simultaneously. She holds Series 7 and 66 securities registrations, along with a NC State Insurance License, enabling her to offer comprehensive financial solutions.
Beyond her professional pursuits, Kate finds joy in exploring new destinations, capturing moments through photography, and cherishing quality time with her four nieces and nephew. Engaging with the vibrant Raleigh community is also a priority for Kate, as she actively contributes her time and talents to local initiatives.
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3221 Blue Ridge Road, Suite 105, Raleigh, NC 27612 | 919-205-8473 | Send us an email