Katie Kennedy, APMA®

Associate Financial Planner

Katie Kennedy is an Associate Financial Planner with Planning Needs Financial Group. She obtained her Series 7, Series 66, and Life and Health insurance licenses in 2018.

She also received the Accredited Portfolio Management AdvisorSM designation in 2020. This designation covers the finer points of portfolio creation, maximization, and maintenance in relation to a client’s suitability. Katie is beginning her studies for the Certified Financial Planner designation as well. She always ensures that recommendations are made in the client’s best interest.

In her spare time, Katie enjoys spending quality time with her family, participating in her family’s book club, and painting.

Phone (301) 230-0076 x117