Katie Tam

Investment Coordinator
Tam Katie_full

Katie is Gifford Financial’s Investment Coordinator. She collaborates with clients as they initiate new accounts and make changes to current investments. Katie works closely with the investment companies, fostering those relationships to better be able to assist in how our clients interact through the various stages of account opening and finalization. She places trades and welcomes any investment, service, and general questions you may have. Katie is a registered representative of Cetera Advisor Networks LLC, Member FINRA/SIPC