Katherine Spratt - Client Services - Pachira Wealth Management

Katherine Spratt

Registered Client Service Associate

In Their Own Words

My passion lies in investment services and empowering individuals and businesses, especially women-owned and women-operated organizations, to grow, manage, and preserve wealth so they can pursue long-term financial independence. I believe knowledge is power and solutions lie in continuing to learn and grow.

Katherine Spratt's Bio

Katherine Spratt is an LPL Registered Client Service Associate at Pachira Wealth Management, bringing nearly 30 years of experience in services and operations to her role. With a career that has taken her through some of the most recognized names in finance — including Fidelity, Merrill Lynch, AYCO/Goldman Sachs, Tiger Management, and Schonfeld Hedge Funds — Katherine offers clients a rare combination of institutional-caliber knowledge and genuine personal care. She holds a Bachelor of Arts in Psychology with a concentration in Industrial Organization from the University of Maryland, College Park, a background that informs her deep belief in human potential and her commitment to helping others reach it. At Pachira, Katherine works closely with advisors and clients to ensure every account is handled with precision and intention. Beyond her professional accomplishments, Katherine is actively involved in her community through St. Theresa’s Church and volunteers with the Office of Mental Health, where she supports young adults on their path toward independence and productive futures. When she’s not at work, you’ll find her pursuing her love of art and painting, hitting the trails for a hike or run, or recharging with family and friends in the great outdoors.

More About Katherine Spratt

Education & Credentials

Why our work matters to me

Financial clarity is a foundation. When clients have a clear plan and the confidence to follow it, everything else becomes possible: stability for their families, freedom to pursue their goals, and the ability to build something that lasts well beyond their own lifetime. Every client relationship is an opportunity to make a real and lasting difference.

My financial superpower

Supporting advisors in their efforts to help families build wealth for a lifetime.

On my vision board

Bring others financial peace and the knowledge through services and operational support.

Currently reading or listening to

The World Is Flat by Thomas L. Friedman.

Weekend ritual

Spending time with family, relaxing in the mountains.

What I'm toasting with

Chardonnay