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.
About McGrath Consulting
Our commitment is to you. We embrace your family as clients: parents, adult children, beneficiaries... by implementing intergenerational planning. Your requests are important and deserve a prompt response with 24 resolution. For complex issues, we'll have a strategy with a timeline developed within 24 hours. We keep you informed through monthly contacts, including quarterly reviews and two in-person meetings each year.
We’ve long realized that taking a team approach to helping our clients creates the best results. Consulting on over $900 million dollars of client assets, we work with an entire ensemble of dedicated professionals, from experienced trust and estate professionals to experts in retirement, insurance and investments to make sense out of all the moving parts of your finances. But, beyond this extended UBS team, we also look to partner with your team of allied professionals—attorneys, tax and special needs advisors, those significant professionals and individuals who do or will impact your family's financial world to develop goals based strategies.
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.
Tell us about your special needs issue and we will put you in touch with Katie F. McGrath CFP®