Katie Centerfonti

Advisor Spotlight: Katie Centofonti, CFP®

Exceptional advisors pave the way for client success. Through sensible, goal-oriented financial strategies and years of experience, they take care of everyone who walks through our doors. It’s this client-focused mentality our advisors share that makes Southwestern Investment Group what we are—a trusted, reputable source of financial guidance.

Today, we’re shining a light on wealth team leader Katie Centofonti,CFP® to give you insight into her background, how she came to Southwestern Investment Group, and what she loves about her job.

Katie’s Background

Growing up in a small ski town in Vermont—with a population of 2,000—Katie’s graduating class was made up of only 40 students! After graduating, she wanted to get out of the cold and live in an area with more people and diversity, so she moved to Tampa, Florida, to attend college.

Katie attended the University of South Florida for her undergraduate degree, where she majored in marketing and management. She then went on to earn her MBA from the University of Florida. After college, Katie began working at the Raymond James corporate office in the compliance department. She then passed her FINRA Series 4, 7, 24, 31, 53, and 66 exams.

How Katie Came to Southwestern Investment Group

Katie lived in Florida until 2013, when she moved to Nashville to join Southwestern Investment Group. She had always loved Nashville and dreamed of living there, so when she turned 30, she figured it was now or never! Katie shared her dream with her manager at Raymond James, who was incredibly supportive and encouraging. Her manager quickly reached out to the Regional Director of Tennessee and asked him to connect Katie with Jeff Dobyns, Founder and President of Southwestern Investment Group. Within a month, she flew to Nashville to interview with Jeff, and it was then that she knew she wanted to work at Southwestern.

Katie’s Joys in Her Personal and Professional Life

When asked what she loves about her role, Katie replied, “I absolutely LOVE helping people! I grew up with a single mom who lived paycheck to paycheck, and it is so gratifying when I can provide guidance to make someone’s life a bit easier. If you have a passion for helping people, this is such an amazing career!”

Katie lives in Brentwood with her partner, Joe, who she met in Florida, and their sweet, six-month-old baby girl. Outside of being a mom, she loves running, practicing yoga, and eating as much chocolate as she can!

Are you ready to build your financial strategy? Contact us today to schedule a consultation.

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