Katelyn Munn

Katelyn Munn, a Florence native and recent graduate of Anderson University, joined our team as an Associate Financial Advisor in the summer of 2024. She recently passed the CERTIFIED FINANCIAL PLANNER ™ exam and is currently completing the required experience hours to officially earn the designation. In her role, Katelyn actively assists advisors with crafting personalized financial plans and fostering meaningful client relationships.

Education:

• Graduated summa cum laude from Anderson University with a B.S. in Financial Economics as well as minors in Accounting and Financial Planning

Beneath the Surface:

“Growing up with a math teacher for a mom and a tech-savvy dad, I’ve always had a knack for numbers. From an early age, I knew I wanted to use this skillset to help others. This is why I’m passionate about making financial concepts understandable, so individuals can make informed choices and reach their goals. At WRFA, I’m privileged to work alongside our dedicated team, supporting individuals and families as they navigate their financial concerns and attain peace of mind.”

Contact Katelyn:

Call 843.665.6321 or email kmunn@wrfasc.com