Edward Jones-Financial Advisor: Katie Smith

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.

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4cUQk59

It’s back to school week for my girls! As a proud mama, I couldn’t choose just one picture to share. Our prayer is that ...
08/27/2026

It’s back to school week for my girls! As a proud mama, I couldn’t choose just one picture to share. Our prayer is that they walk with confidence, kindness, courage, and faith in every step they take. We are so proud of them and look forward to watching them growth this year!

Wishing all students, teachers, and families a successful school year!

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4y0S3Ox

Edward Jones is proud to be the National Presenting Sponsor for the Walk to End Alzheimer's. Participating in this event...
08/19/2026

Edward Jones is proud to be the National Presenting Sponsor for the Walk to End Alzheimer's. Participating in this event is a huge privilege for us, and we'd love for you to join our walk team! The 2026 Triangle Walk to End Alzheimer's is Saturday, October 3rd. Find out more at http://act.alz.org/goto/katiesmithteam or by contacting our office to sign up.

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

Support Katie Smith - Edward Jones Team in the fight to end Alzheimer's. Donate today to help them reach their goal.

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path bac...
08/17/2026

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path back to the Fed's inflation target may not be perfectly smooth, strong earnings, healthy economic growth and resilient consumer spending continue to help support market strength.

Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/45sBqPA

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/3RSGEkB

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesi...
08/10/2026

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesitant, history suggests that all-time highs have often been followed by continued gains, with long-term returns comparable to, or even better than, investing on a typical trading day.*

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on the forces driving markets higher and the implications for investors in the latest Weekly Market Wrap.



https://bit.ly/3RU1KPr

*Past performance does not guarantee future results.

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, sugge...
08/03/2026

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.

Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.



https://bit.ly/4cftl4k

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16 Main Street
Knightdale, NC
27610

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