Katie F. McGrath CFP®


Profession LogoFINANCIAL PLANNER
Katie F. McGrath CFP®

UBS Financial Services | McGrath Consulting

3455 Peachtree Road NE
Suite 1700
Atlanta, GA 30326
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Profile

Katie McGrath provides financial planning, investment research and relationship management support to McGrath Consulting. A CERTIFIED FINANCIAL PLANNER™ professional, she has earned the Series 7 and Series 66 security licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance licenses.

Dedicated to professional proficiency, Katie is a member of the Academy of Special Needs Planners; Financial Planning Association of Georgia; Georgia Planned Giving Council; and Association of Fundraising Professionals. She volunteers as an American Cancer Society National Professional Advisor and Children's Healthcare of Atlanta Legacy Advisor. Katie also serves on the Young Alumni Board for the College of Business at Georgia Southern University.

Katie is a summa cum laude graduate of Georgia Southern University where she earned a degree in Business Administration and was named the Top Marketing Scholar. While at Georgia Southern University, she was a member of the Pi Chi Panhellenic Council and a leader of the Zeta Tau Alpha Fraternity.

She resides in Atlanta, GA.

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   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.