Katie Harclerode

Associate

About Katie

Katie Harclerode is an Associate at Yellowwood Wealth Solutions. Katie’s journey into financial planning began unexpectedly, sparked by a summer job that ignited her passion for all aspects of the financial planning industry. Leveraging her background as an educator, Katie’s transition into financial planning was seamless. She recognized the crucial role of guiding clients to grasp their financial futures and the strategies needed to achieve their goals. She is dedicated to empowering clients with the knowledge and insight needed to take control of their financial future.

Prior to joining YellowWood, Katie worked closely with a financial advisor, where she honed her skills in client service, marketing and business operations. In 2022, Katie relocated to Charlotte to join a prominent firm as a Financial Planning Specialist. There, she collaborated closely with advisors to create, execute, and manage comprehensive financial plans tailored to their clients.

Katie’s role at YellowWood lies in her commitment to servicing clients and establishing deep connections. She finds fulfillment in witnessing clients’ aspirations come to fruition, evidenced by the enjoyment they derive from the life experiences enabled by their financial plans.

As a proud New Jersey native, Katie brings a touch of East Coast charm to her work. When she’s not diving into financial plans, you might spot her diving in the sand on the volleyball court. On the weekend she can be found on an outdoor adventure with her four-legged bestie, Stella, or striking a pose at her favorite yoga studio. Katie approaches life with the same enthusiasm she brings to her work, making every moment an adventure worth savoring –or trying to find that perfect cup of coffee…it’s out there somewhere!