Katie Montagazzi

Director of Marketing and Communication | Wealth Manager | CFP®

Katie has a passion for connecting with people and building relationships, which has been foundational to her work in marketing and wealth management. This passion drives her in helping clients and associates solve challenges and seize opportunities. At her core, Katie understands how financial planning and a strong relationship between advisor and client is about so much more than numbers; it’s about building confidence, maximizing both lives now and legacies in the future.

In her role, Katie is responsible for the development and implementation of marketing strategies, firm communications, and working with leadership to ensure that the Confluence brand is seen, heard, and felt in everything the organization does. Katie also continues to work with clients in a wealth manager capacity.

After graduating from Penn State University with a Bachelor of Science in Finance and a minor in Economics, Katie earned an executive certificate in financial planning from Duquesne University in 2018. She holds the CERTIFIED FINANCIAL PLANNER™ certification.

Katie and her husband reside in Zelienople, PA and have two sons. She attends Victory Family Church and can often be found boating or beachside with a book in hand, or gathered around a good meal with close family and friends.

Certified Financial Planner Board Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™  and CFP® in the U.S.

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