Kathryn Garrison is a financial advisor with Moss Adams Wealth Advisors. She advises executives and high net worth individuals in the creation of highly personalized financial plans and comprehensive wealth strategies. Her clients enjoy a customized, personal relationship with her, meeting regularly to discuss their plans, investments, and wealth strategies.
Kathryn is a member of the firm’s Portfolio Management Team, 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 estate plans.
COMMUNITY AND PROFESSIONAL ACCOMPLISHMENTS
- Member, Moss Adams Wealth Advisors’ Portfolio Management Team
- Founding Member, King County Boys & Girls Club’s InfluenceHer program
- Chair, Planned Giving Committee, Puget Sound Blood Center
- Member, Planned Giving Committee, Fred Hutchinson Cancer Research Center
- Member, Children’s Legacy Advisors, Seattle Children’s Hospital
PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS
- CFP® practitioner; CERTIFIED FINANCIAL PLANNER TM
- Pro Bono Director, FPA of Puget Sound
- Member, National Financial Planning Association
- Member, Estate Planning Council of Seattle
- Member, Washington Planned Giving Council
- Member, Seattle Philanthropic Advisors Network
- FINRA/NASAA, Series 7, 63 and 65 licensed
EDUCATION
- Bachelor of Arts, American Studies, Stanford University
- Postgraduate Studies, Southern Studies, University of Mississippi
- Graduate, Personal Financial Planning, City University