“Our goal is to help employers create a holistic approach to retirement for their employees.”
Katelynn Adams joined Clearview Advisory in 2020 as an account manager. With several years of experience in the retirement plan space, Katelynn works alongside our clients to assist in the day-to-day administration of their company-sponsored retirement plans. Her dedication to education and financial wellness drives client success and participation.
Before joining Clearview Advisory, Katelynn was an account manager at a financial services firm for five years, helping clients build valuable retirement benefits for their employees.
Katelynn graduated from Florida State University with a Bachelor of Arts degree in Economics.