Katie Kennedy, APMA®

Katie Kennedy is our newest member 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. Katie is beginning her studies for the Certified Financial Planner® designation as well. 

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