Riverside Wealth Advisors
Katie (Giblin) Nail is an experienced financial professional currently serving as a Financial Advisor and Practice Manager at Riverside Wealth Advisors since November 2017, focusing on client service and back office administration. Prior to Riverside, Katie held the position of Senior Practice Manager and Client Service Associate in Retirement Services at State Street from August 2014 to November 2017, where notable clients included Boeing, Ford, and Proctor & Gamble. Katie's earlier career includes leadership roles as a Lead Bartender at Salt Life Food Shack and Cellar 6, as well as at City Tap House. Educational credentials include an Associate's degree in Elementary Education from Atlantic Cape Community College and attendance at Temple University.
This person is not in any teams
This person is not in any offices
Riverside Wealth Advisors
1 followers
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where Riverside Wealth Advisors comes in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.