Kate Pettee, CFP®
Associate Wealth Advisor

Kate is involved in all aspects of the client experience within the Beacon Pointe Advisors Philadelphia Office. Her responsibilities include client service, financial planning and analysis, and trading. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, in new client development for J.P. Morgan Global Alternatives. Kate is a CERTIFIED FINANCIAL PLANNER™ and she earned a Bachelor of Business Administration with majors in Finance and International Business from Villanova University. She currently resides in Philadelphia, Pennsylvania.

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