Katie Mc Grath Bachmann, Cpwa®, Cfp®, Ch Snc®
About Katie Mc Grath Bachmann, Cpwa®, Cfp®, Ch Snc®
Katie McGrath Bachmann is a Senior Vice President of Wealth Management at UBS, specializing in financial planning for special needs clients. With over 25 years of experience, she provides comprehensive financial strategies and fiduciary support in the Greater Atlanta Area.
Work at UBS
Katie Mc Grath Bachmann currently serves as Senior Vice President in Wealth Management at UBS, a position she has held since 2023. Prior to this role, she worked as First Vice President in Wealth Management from 2019 to 2023. Her career at UBS began as a Registered Client Service Associate in 2014, followed by a role as Wealth Strategy Associate from 2015 to 2019. Throughout her tenure, she has focused on providing comprehensive financial planning and fiduciary support.
Education and Expertise
Katie Mc Grath Bachmann holds a Bachelor of Business Administration in Marketing, graduating summa cum laude from Georgia Southern University in 2014. She is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Special Needs Consultant®, indicating her specialized knowledge in financial planning and portfolio management, particularly for clients with special needs. Her educational background and certifications enhance her ability to provide tailored financial strategies.
Background
Katie Mc Grath Bachmann has over 25 years of consulting experience, which she leverages to consult on more than $1 billion in client assets. She has been involved in the financial services industry since 2014, with a focus on wealth management and special needs planning. She is a member of the Academy of Special Needs Planners, collaborating with allied professionals to enhance the financial planning process for clients with unique needs.
Achievements
In her role, Katie Mc Grath Bachmann provides fiduciary support for trustees and conservators, assisting them in fulfilling their responsibilities. She employs a comprehensive, multigenerational approach to financial planning, addressing immediate, lifetime, legacy, and charitable goals. Her expertise includes incorporating unique benefits, tax, and legal considerations into financial strategies for special needs clients.