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.

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4upreBp

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4eg9m75

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4wMsnpb

This Memorial Day, we pause to remember the heroes who gave their lives in service to our nation. Grateful for their sac...
05/25/2026

This Memorial Day, we pause to remember the heroes who gave their lives in service to our nation. Grateful for their sacrifice, the freedoms we enjoy, and the time spent with family and friends today. God bless those who served and the families who carry their legacy forward. 🇺🇸

It’s always extra special to celebrate our freedom with these sweet girls by our side. ❤️🤍💙

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you ...
05/20/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4uX1JIh

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long...
05/18/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. W...
05/15/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

Markets are reaching new highs—but is your portfolio prepared for what comes next? Portfolio Strategist Tom Larm breaks ...
05/12/2026

Markets are reaching new highs—but is your portfolio prepared for what comes next? Portfolio Strategist Tom Larm breaks down what’s behind recent market gains and explains how a disciplined, goal-focused approach can help position your portfolio for the future.

https://bit.ly/4uLayox

Address

16 Main Street
Knightdale, NC
27610

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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