About Our Firm

Here’s our story. We look forward to hearing yours.

Katie Eddy | Client Service Manager

Katie is Stuart Financial Group’s Client Service Manager. She is insurance licensed and an Investment Advisor Representative under J.W. Cole Advisors, Inc. (JWCA). She heads up our client services team and does a great job giving our clients the best service possible. She is responsible for managing the coordination, transition, and implementation of new clients to Stuart Financial Group and providing ongoing service to our existing clients.

Katie is a Maryland native. She attended Southern High School and moved on to receive her bachelor’s degree in Economics from the University of Maryland. No matter what Katie does, she always does it with enthusiasm and strives for perfection. Katie has built her career thus far around creating long-lasting client relationships and plans to continue to grow with the same attitude at Stuart Financial Group.