Background and Experience
Katherine B. Boylston is the Director – Client Relations. With over 15 years of industry experience, Katie’s primary focus is to help clients through their investment journey by being a confidant and liaison throughout the planning process. She seeks to forge strong relationships with clients built on mutual understanding so she can grasp their personal and financial priorities. This allows her to convey clients’ wants and needs to the team to help ensure a personalized experience.
Katie attended Furman University and received a Bachelor of Arts in Political Science. Upon graduation she began her career as a Client Associate, where she became familiar with the daily operations of the practice as well as the long-term plans and goals of her clients. This thorough knowledge has helped her work in conjunction with her team members to help clients work toward achieving their financial dreams. After this she transitioned to Financial Consultant, where she has used this knowledge to help manage clients’ portfolios and help ensure that the plans that are developed and implemented remain on track.
Away from the Office
Outside of the office, Katie’s love of animals drew her to previously serve on the Young Professionals Board of Pawlmetto Lifeline. Katie also enjoys spending time training her horse for hunter-jumper competitions around the southeast. If not riding, she can usually be found visiting with family and friends or walking her dog around one of Columbia’s historic neighborhoods with her husband.
