A Financial Partner for Your Life of Possibilities
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Client Services Associate

Katie Meredith

Katie Meredith is the newest member of the EWS Client Services Team, supporting the day-to-day operations of delivering high-quality services and client satisfaction.

Previously, Katie was a management consultant focused on areas such as strategic planning, process improvement, organizational development, and human capital measurement, with an industry emphasis on insurance and financial services. She has also tutored extensively in math, primarily in algebra.

Katie earned her B.S. in Commerce from the University of Virginia, studying finance and management. She also holds an MBA with distinction from Cornell University and a Master’s in Education from Johns Hopkins University.

Katie and her husband live in Vienna, Virginia, with their two sons. She is an active volunteer, most recently as a summer swim team representative at Vienna Aquatic Club. Outside of the time she spends cheering at swim meets and soccer games, she also enjoys sewing, ice skating, and puzzles of all kinds.