Katie Fitzgerald

Katie Fitzgerald

Partner & Senior Wealth Consultant

Overland Park, KS

As a partner and senior wealth consultant at Mariner Wealth Advisors, Katie focuses on new business development. She works primarily with business owners and senior-level executives, helping them formulate and implement financial plans. She also works with non-profits, foundations and institutions. Prior to joining Mariner, Katie was an account vice president at UBS.

Katie has a bachelor’s degree in business administration from Texas Christian University. She has passed the Series 7 and 66 exams and holds insurance licenses in Kansas and Missouri.

In 2016, Katie was named one of the 2016 Women Who Mean Business by the Kansas City Business Journal. She was honored as part of the inaugural class of the Kansas City Business Journal’s NextGen Leaders in 2013. In 2012, Katie received the ATHENA Young Professional Leadership Award presented by the Greater Kansas City Chamber of Commerce. She has also been recognized as a 2012 Rising Star of Philanthropy by Nonprofit Connect and was honored in the 2011 class of Ingram’s Magazine “40 Under Forty.”

Katie serves on the Advancement Board for the University of Kansas Health System, Greater Kansas City Community Foundation Advisory Board, and the foundation board for Johnson County Community College. In addition to her board commitments, she volunteers her time at the United Way of Greater Kansas City Tocqueville Society, BOTAR, Operation Breakthrough and her children’s grade school.

Some of Katie’s past philanthropic involvements include: the Centurions Leadership Program of The Greater Kansas City Chamber of Commerce, serving as the secretary of the board at Starlight Theater, secretary of the St. Luke’s Health System Crittenton Children’s Center Board, president of the Mariner Foundation Board, member of the Executive Women’s Leadership Council at the Greater Kansas City Chamber of Commerce, and committee member for the UMKC’s Starr Women’s Hall of Fame luncheon.

 

Katie Fitzgerald was selected by the Kansas City Business Journal’s panel of judges from over 140 applicants for the 2016 Women Who Mean Business award. To be eligible for the award, applicants must be engaged in for-profit business and be an entrepreneur, a top-ranking corporate woman in the Kansas City region, a partner leading a practice group or serve on an executive committee. The panel considered past accomplishments, plans to grow their companies and community involvement. The NextGen Leaders program is designed to recognize up-and-coming leaders in the Kansas City business and civic communities. A panel of six judges reviewed applications and qualifications to identify 25 participants for the inaugural 2013 class. The ATHENA Award is presented annually and honors a person “who has achieved the highest level of professional excellence, devoted time and energy to the community, and, especially, opened the doors of leadership opportunity to women.” NonProfit Connect’s Rising Star of Philanthropy is awarded based on the recipient’s record of volunteer service in a variety of organizations in the nonprofit sector as well as leadership in philanthropy and volunteerism in new and creative ways. Ingram’s Magazine “40 under Forty” honorees are nominated based upon Ethics and Integrity; Leadership Skills; Achievement in Business; Entrepreneurship; Executive-level Managerial Status; Professional Affiliations and Associations; Appointments to Boards and Commissions; and Community Service. Katie Fitzgerald was selected by the Kansas City Business Journal’s panel of judges from over 140 applicants for the 2016 Women Who Mean Business award. To be eligible for the award, applicants must be engaged in for-profit business and be an entrepreneur, a top-ranking corporate woman in the Kansas City region, a partner leading a practice group or serve on an executive committee. The panel considered past accomplishments, plans to grow their companies and community involvement. The NextGen Leaders program is designed to recognize up-and-coming leaders in the Kansas City business and civic communities. A panel of 6 judges reviewed applications and qualifications to identify 25 participants for the inaugural 2013 class. The ATHENA Award is presented annually and honors a person “who has achieved the highest level of professional excellence, devoted time and energy to the community, and, especially, opened the doors of leadership opportunity to women.” Ingram’s Magazine “40 under Forty” honorees are nominated based upon Ethics and Integrity; Leadership Skills; Achievement in Business; Entrepreneurship; Executive-level Managerial Status; Professional Affiliations and Associations; Appointments to Boards and Commissions; and Community Service.