Katie Stephens

Katie Stephens, CFP®, is the VP of Wealth Planning at Fidelity Investments, where they leverage their expertise to guide clients in financial strategy. They previously held roles at J.P. Morgan as an Investment Associate and at First Republic Private Wealth Management as a Senior Associate. Katie also served as a Financial Representative and Relationship Manager at Fidelity Investments earlier in their career. They earned a Bachelor of Science from Towson University, where they graduated with honors, and briefly studied Political Science at the American University of Rome. Additionally, Katie contributed as the Sponsorship Chair for Towson University's TigerTHON, facilitating corporate sponsorships for charity events.