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Katie Reitz
Wealth Operations Manager
Katie attended the University of South Carolina, where she graduated in 2021 with a bachelor’s degree in Mass Communications.
She began her career with Monroe Financial Group in February 2021 as a Marketing Intern and came onboard full time after graduation as the firm’s Marketing and Administrative Assistant. Since that time, Katie has transitioned to the Wealth Associate role, and now the Wealth Operations Manager role, where she assists financial advisors and clients with all their account operational needs.
In her free time, Katie enjoys attending Carolina Gamecocks and Pittsburgh Steelers football games, staying active, and traveling with her husband, Jacob and their golden retriever, Madden.