Katie Davis, CRPC®

Katie serves RiversEdge as Associate Wealth Advisor. She works closely with clients to gain clarity and confidence in their overall financial picture, focusing on financial literacy, education, retirement planning and cash flow analysis.

Katie has over 10 years of experience in the financial services industry. Before joining RiversEdge, she held roles at the Royal Bank of Canada, WSFS and Brandywine Oak Private Wealth. Katie holds a Bachelor of Science in Business Administration from the University of Delaware and the Chartered Retirement Planning Counselor (CRPC®) designation from the American College of Financial Services. She is also FINRA-registered with the Series 7, 63, and 24 licenses.

As a native of Wilmington, Katie enjoys spending time with her family and pets along the Brandywine River & Delaware beaches. She is a proud mom, lifelong learner, and firm believer that financial clarity is one of the best gifts you can give someone.