Katie Edmonds is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. Her career includes roles at Fehrman Investment Group and Raymond James Financial Services Advisors. She is also involved with Fehrman Farm LLC, where she serves as a signer on family farm accounts.
Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.