Katherine Simon serves as a Wealth Management Assistant in St. Augustine, where she plays an important role in supporting the firm's advisors and delivering exceptional service to clients. She helps ensure the smooth day-to-day operations of the office by coordinating client requests, assisting with account administration, and providing responsive, personalized support. Katherine enjoys building meaningful relationships with clients and strives to make every interaction welcoming, efficient, and seamless.
Background and Education
Born and raised in Florida, Katherine has always appreciated the value of building strong relationships and serving her community. She earned her degree from Florida State College, where she developed the skills and knowledge that have supported her career in financial services.
Prior to joining the team, Katherine gained valuable experience in banking and wealth management through positions with Merrill Lynch Wealth Management and Bank of America Private Bank. These roles provided her with a strong foundation in client service, financial operations, and the importance of accuracy, organization, and attention to detail. She is committed to providing dependable support to both clients and advisors while helping create a positive and efficient experience throughout every stage of the client relationship.
Katherine is proud to be part of the team and values working alongside professionals who are dedicated to helping clients pursue their long-term financial goals. She is passionate about delivering the high level of service, professionalism, and personal attention that clients have come to expect from the firm.
Personal Interests
Outside of the office, Katherine enjoys making the most of Florida's natural beauty. She loves traveling, paddleboarding, and exploring the state's many natural springs and outdoor destinations. Whether she's planning her next adventure or spending time with family and friends, Katherine values opportunities to stay active, connect with others, and enjoy everything Florida has to offer.