Kathryn Garrison
Senior Financial Advisor
CFP®

Biography

Kathryn has worked in wealth management since 2002. She provides investment and consulting advice for endowments and foundations, and helps individual clients incorporate innovative philanthropy strategies into their financial and estate plans. Kathryn’s clients enjoy a highly customized, personal relationship with her, meeting regularly to discuss their plans, investments, and wealth strategies.

Kathryn is a member of the firm’s Investment Committee, guiding the implementation of client investment portfolios. In addition to providing personal financial planning and investment management services, she also provides insurance analysis, estate planning, education planning, and innovative strategies for clients to incorporate philanthropy into their financial and estate plans. Kathryn is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 7, 63, and 65 licenses.

Professional Affiliations

  • Member, Estate Planning Council of Seattle
  • Member, National Financial Planning Association
  • Member, Seattle Philanthropic Advisors Network
  • Member, Washington Planned Giving Council

Community Involvement

  • Chair, Planned Giving Committee, Puget Sound Blood Center
  • Founding Member, InfluenceHer, Boys & Girls Clubs of King County
  • Member, Children’s Legacy Advisors, Seattle Children’s Hospital
  • Member, University of Washington Estate and Gift Planning Council

Education

  • BA, American studies, Stanford University
  • Graduate, personal financial planning, City University
  • PGS, Southern studies, University of Mississippi