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PLAN WELL. LIVE WELL.

Katherine Petrelli

Katherine Petrelli

Financial Planner

´╗┐Katherine has been licensed since 2001, and a valuable member of our team since 2002. She has proven herself to be an important member of our team from the very first day. Her dedication to our clients in helping them with their financial planning and customer service needs has been paramount to the success of our national team.  Katherine relocated from Boca Raton and opened a satellite branch in Palm Coast, FL in January 2016.  Katherine earned her master’s degree while she was a working mother of three.