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Katie M. Bachmann CFP®

UBS Financial Services | McGrath Consulting

Katie M. Bachmann CFP®

UBS Financial Services | McGrath Consulting

Katie M. Bachmann CFP®

UBS Financial Services | McGrath Consulting

Profession LogoFINANCIAL PLANNER

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.

Firm Description

About McGrath Consulting

McGrath Consulting helps families and individuals, especially those with special needs, plan for near term and lifelong goals. We provide objective advice to trustees, attorneys, accountants and allied professionals, helping them effectively serve their clients.

We take a team approach simplifying the challenges that come with protecting, growing and transitioning wealth. We offer the experience to manage your complex planning and financial needs with a commitment to understanding your goals, wherever you are in life.

Our clients benefit from proactive service, including: intergenerational planning, prompt response and scheduled monthly contacts with quarterly performance reviews. Relationships are highlighted by financial planning, special needs planning, investment management and fiduciary support for trustees and conservators.

Backed by the extensive resources of UBS, we can help you to create a comprehensive, goals-based plan for managing and safeguarding wealth. We work with an entire ensemble of dedicated professionals, from experienced trust and estate specialists to experts in retirement, insurance and investments, making sense out of all the moving parts of your finances.

Consulting on more than $1 billion dollars of client assets, we draw on over 25 years of consulting experience as well as the depth and breadth of UBS' global resources to customize wealth management solutions for you.

About UBS

With more than 150 years of wealth management expertise at its core, and drawing upon an integrated mix of investment banking and asset management businesses, UBS focuses on providing relevant guidance, differentiated global perspectives and diverse strategies and solutions for private, corporate and institutional clients worldwide.

UBS Financial Advisors are dedicated and passionate professionals who recognize that financial goals and life goals are uniquely intertwined. Through a comprehensive, yet customized approach, they access the deep resources and wealth management expertise of this firm, to deliver the trusted financial advice clients seek today to confidently move forward.

Hours

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Cost

What Is a Special Needs Planner?

Main Office

3455 Peachtree Road NE
Suite 1700
Atlanta, GA 30326

On the web

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Topics

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