Katie Zeedar

Katie Zeedar joined the firm in January 2026, bringing with her a strong foundation in finance and a commitment to client service. A graduate of Auburn University, where she earned her Bachelor of Business Administration in Finance, Katie is currently pursuing her industry licenses as she continues to build her knowledge of the financial services landscape.
 

In her role as Client Services Associate, Katie supports both clients and advisors through a range of operational responsibilities. She assists with account openings and transfers, facilitates money movement, prepares portfolio reviews, and participates in client meetings to support accuracy and continuity. Her work is grounded in attention to detail and a thoughtful, service-oriented approach.

 

Prior to joining the firm, Katie worked in the restaurant industry, where she developed an appreciation for attentive service and responsiveness. That experience continues to inform her approach today.

Originally from Dothan, Alabama, Katie now resides in Cumming, Georgia with her husband, Ketan, and their two dogs, Cole and Nala. Outside of the office, she enjoys baking, gardening, reading, and spending time with family and friends.