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Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4pm

Edward Jones-Financial Advisor: Katie Smith

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United States
Knightdale, NC
Edward Jones-Financial Advisor: Katie Smith

I've always been passionate about helping others, and being a financial advisor with Edward Jones allows me to make a meaningful impact in my clients' lives.

Every day, I'm inspired by the people I have the privilege to work with and serve. Originally from Fremont, I've called the Raleigh area home since 2013. I graduated from NC State University in 2017 with a dual degree in Business Administration and Fashion/Textile Management. In addition, I earned the CFP® certification in 2023. My husband, Heath, and I stay busy raising our two daughters, Kinslee and Kennedy, alongside our Golden Retriever, Bentley. We're actively involved in our community through Blessed2BlessU Ministries and as members of Bethlehem Baptist Church. In 2025, I relocated my office to Knightdale to be closer to home, family, and the community we love. It's a joy to serve clients in a place that means so much to me personally and professionally. At Edward Jones, I take the time to truly understand what matters most to you - your goals, values, priorities, and comfort level with risk. With that foundation, we create a personalized strategy designed to help you achieve your long-term objectives with confidence. I partner with individuals, families and small business owners to develop and implement thoughtful financial strategies - whether that means planning for retirement, saving for education, or helping to protect the financial future of loved ones. I also collaborate with a trusted network of CPAs, estate planning attorneys, and insurance specialists, to ensure all aspects of your financial life are working together.

10/26/2026

Better late than never! Finally got our porch decorated for fall 🍁🎃 Thanks to Pope Farms - Knightdale for the great selection of pumpkins & mums!

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4BxhsSE

A summary of last week's market highlights and economic news.

10/24/2026

As Kinslee’s T-ball season comes to an end, we couldn’t be prouder to have sponsored this amazing team! Heath even got to experience his first taste of coaching, making this season extra special for our family!

It’s been so much fun watching these little athletes learn, grow, make memories, and build friendships along the way. We’re so grateful for the opportunity to support our local community and be a small part of such a special season.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4BghWMA

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4zrgh54

10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4hG4Qzr

09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/3TQBLJA

09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4AquwZn

09/18/2026

What might investors make of the Federal Reserve's first rate hike since 2023?

Our Principal, Head of Investment Strategy Mona Mahajan breaks down the key takeaways from the September meeting, including the path for future rates, the inflation outlook and what continued economic resilience could mean for markets.

09/14/2026

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as we head into what is likely to be the year's most closely watched Federal Reserve meeting.

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on whether this is the start of a longer policy tightening path, and what it could mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4y6ijY0

Address

16 Main Street
Knightdale, NC
27610

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4pm

Website

https://www.edwardjones.com/katie-smith

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