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Katie Vercio, CFP®

Senior Financial Planner

 

 

 

Katie grew up in Gig Harbor and graduated from Seattle Pacific University with a major in business administration, concentrating in finance and international business.  Prior to joining Evergreen, Katie worked at Morgan Stanley and Synergy Financial Management as a financial planner and investment analyst.  She holds a professional designation of a CERTIFIED FINANCIAL PLANNER® (CFP®).  She volunteers with Junior Achievement teaching financial principles to high school students as well as participating in The CFP Board Women’s Initiative (WIN) program. 

BELLEVUE

10500 NE 8th Street, Suite 950

Bellevue, WA 98004

425.467.4600

50 California Street, Suite 3650

San Francisco, CA 94111

415.980.6300

PORTLAND

805 SW Broadway, Suite 610  

Portland, OR 97205

503.575.9758

NAPA

SAN FRANCISCO

1850 Soscol Ave, Suite 205

Napa, CA 94559

707.287.9686

 

DISCLOSURES