Katrina Everett

With over 20 years of experience, Katrina has helped individuals, families, and business owners, achieve their financial goals through a personalized approach.

She has developed a deep understanding of the complex financial landscape and has worked with clients to navigate various market cycles and economic conditions. This allows her to offer informed guidance on a range of financial planning topics including investment management, retirement planning, tax planning strategies, and estate planning strategists. Katrina began her career as a Financial Advisor with Banc of America Investments and eventually joined Wells Fargo Advisors in 2009. She earned her business degree from Queens University McColl School of Business in Charlotte. In 2007, Katrina earned the CERTIFIED FINANCIAL PLANNER® designation by completing an approved educational program, passing a rigorous board examination and meeting stringent experience requirements. In 2018 Katrina attended the Wharton School of business to earn the CIMA® designation, and in 2021 earned the RICP designation from the College of Financial Planning. She holds NASD Series 7, 63, and 65 registrations as well as her insurance licenses. She has been recognized as a Platinum Council Advisor in 2021, 2022, and 2023. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational programs, business production from the previous year a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the previous year, and professionalism. Additional consideration may have been included best practices and team structures. Katrina was named a Forbes 2024 Top Women Wealth Advisors. This accolade represents a list of professionals that come to work with one goal on their minds – helping their clients succeed.