Katelyn is a Shareholder and Peddock Capital’s Director of Relationship Management.

Kate has been with Peddock for over seven years. She is responsible for retirement, education and tax planning for Peddock Capital’s clients. She also directs all matters related to the client experience. Prior to joining Peddock, Kate was a financial advisor with The Vanguard Group in Charlotte, NC, advising clients on portfolio construction and retirement planning.

Kate is a graduate of Clemson University with a B.S. in Financial Management. Kate earned her Series 7, 63 and 65 while at Vanguard. She also holds the distinguished Certified Financial Planner™ professional designation which is the standard of excellence for financial planners.

In her free time, you can find Kate renovating and managing her investment properties with her husband, or walking her dog, Jax, at the beach.