Broker Check
Katie Brann

Katie Brann

Financial Advisor

Katie joined our firm in April 2019. Previously she worked as an investor services representative at Stone Coast Fund Services in Portland, Maine. Katie graduated from Boston University with a B.S. in political science and has passed her Series 7 investment securities license exams and her Series 66 uniform combined state law exam. Katie specializes in ESG investing and comprehensive financial planning, and is currently studying for the CFP® (Certified Financial Planner) exam. She is the treasurer and marketing chair of KV Connect and serves on the Mid-Maine Chamber of Commerce Marketing & Membership committee. Katie loves to stay active and enjoys running, yoga and skiing, but is always ready for a relaxing day at the lake! She lives in Sidney with her husband, Zach, their daughter, Charlotte, and goldendoodle, Bodhi.