KPetrelli_1

Katherine Petrelli

Managing Partner | Financial Advisor

Schedule Appointment

Hailing from California’s LA area, Katherine moved to Southern Florida in 1992 where she planted her household and raised two sons and a daughter.  Being the only girl from a family of six children raised by dedicated parents,  Katherine understands the importance of sensible financial planning and her ambition mirrors this passion.  While raising her own three children, she earned both a Bachelor’s degree and her Master’s Degree in Organizational Management and launched a career in financial services in 2001. Katherine acquired her securities licenses while at WMA Securities, which later became World Group Securities. She provided dedicated investment planning and administrative support as a critical component of her firm’s top producing female advisor team until 2015 when she branched out to run her own branch in Palm Coast, Florida.  Katherine specializes in retirement and income planning, investment management and investor behavioral coaching.  She is a dedicated educator, drawing from her family’s military background to motivate clients and friends alike to maintain prudent financial discipline to work toward the desired results.

*The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of National Wealth Management Group  or LPL Financial.