Katherine Roy is a Principal in Wealth Management Advice and Solutions where she is responsible Retirement Products which includes Workplace, Retirement Income, Protected Income and Individual Retirement solutions. Her team leads the relationships with annuity and retirement plan product partners to ensure that financial advisors have access to best-in-class solutions to help clients achieve successful retirement outcomes. Katherine joined Edward Jones in June of 2022.
Prior to joining the firm, Katherine was Managing Director and Chief Retirement Strategist for JPMorgan Asset Management where she led the development and delivery of award-winning retirement insights to financial advisors, end investors, plan sponsors and policy makers. She began her career at Merrill Lynch where she held various roles in financial planning product development, workplace solutions including interactive integrated benefits, managed accounts and advice experiences. She also lead the development and delivery of the Retirement Income strategy for the firm.
Katherine earned a BA from Yale University, has earned the CERTIFIED FINANCIAL PLANNER™ certification, and lives in Denver, Colorado.