Ms. Manning is a private client advisor in our Wellesley, Massachusetts office. Working closely with our investment advisors, Katharine specializes in Retirement Income Planning and is an RMA® designee. She strives for holistic wealth management by incorporating core elements of retirement planning into her practice: analyzing age/timing scenarios, aligning investments to retirement goals, integrating additional income streams, coordinating healthcare planning, and optimizing social security. Katharine also coordinates with family members, outside advisors and with other members of the clients’ professional team.
Katharine has over 20 years of financial industry experience; most recently as a Vice President-Financial Consultant with Charles Schwab & Co., Inc. As a Financial Consultant, Katharine was responsible for providing wealth management and financial planning advice to over 300 individuals and families. She worked with clients to formulate and review financial goals and objectives. This work frequently entailed retirement planning, education planning, investment management, and estate planning.
Katharine lives in Boston and greatly enjoys all the many benefits the city has to offer. Her interests include staying physically and socially active. She enjoys local and regional theater, reading good books, and worldwide travel.
Joined F.L.Putnam in 2019