Katie Stokes, CFP®

 

 
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 Katie Stokes

 
 
 
Katie Stokes joined the J.E. Wilson Advisors team in 2004 as a financial planning assistant. She received her Bachelor's degree from the University of South Carolina with honors in Economics and Finance. She has since completed post-graduate studies in taxation, insurance, investments, estate and retirement planning from the Certified Financial Planner (CFP®) continuing education program at Midland's ?Technical College. Katie officially became licensed as a Certified Financial Planner™ in November of 2007.

Katie is currently the representative for J.E. Wilson Advisors as a corporate member with the South Carolina Healthcare Managers Association (SCHMA) in Columbia and Lexington, South Carolina. She resides in Lexington with her husband, Harry Stokes, Jr.  

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