A Conversation with Katie Stephenson

Share This Post

How did you get into financial planning and investing?

When I completed my education, I had not yet settled on a particular career path. I was browsing job postings available to Mississippi State alumni, and came across a Memphis-based investment firm seeking to hire advisors for a Private Client Group division it was creating. I accepted the position and found that I truly enjoyed the industry and wanted to pursue it further. While that job was with another firm, it eventually led me to Telarray and the role I have now.

What is your greatest career success?

Becoming an owner of Telarray in 2018 was a celebrated achievement for me and the one I am most proud of professionally.

What has been the most significant learning experience in your career?

Collaboration has been the theme of my career thus far. Whether it involves partnering with other professionals to enhance my clients’ experiences or leaning on the expertise of other departments within Telarray, it is a critical component of my success. Most notably, I find it impressive when the Telarray team’s various roles and skills sets come together in a collective effort to improve my clients’ experience. I consider myself very fortunate to be a part of it.

When people you have worked with talk about you, what do they say?

I have been told that I am very organized and efficient, and I agree – except when I am home with my three toddlers. Joking aside, I aim to structure my day and tasks in ways that utilize my time as effectively as possible. This practice allows me to better serve my clients.


More to Explore

framed eyeglasses on top open book

SECURE 2.0 Act

In late 2022, a bill called SECURE 2.0 was signed into law.  There’s nothing revolutionary in the law; it’s more of a kitchen sink of

Read More

Telarray Advisors has joined Creative Planning


Subscribe Today

"*" indicates required fields

This field is for validation purposes and should be left unchanged.