InvestmentNews Profiles Katie Pickler, Vice President of Pickler Wealth Advisors

This Special Report originally appeared on InvestmentNews on September 9, 2025.

---

Katie Pickler, Vice President at Pickler Wealth Advisors, has crafted a career defined by:

• commitment

• adaptability

• a passion for helping others

While influenced by her family’s legacy in financial services, Pickler was determined to forge an identity and career that was a true fit for her skills and values.

Her early years were marked by dedication to nonprofit development and fundraising, particularly supporting those impacted by type 1 diabetes. Entrepreneurship soon followed, as she launched her own event planning business, further honing her organizational, leadership, and financial skills.

These formative experiences deepened Pickler’s appreciation for financial strategy and, most importantly, her passion for making a difference in people’s lives. This ultimately drew her back to her roots, joining Pickler Wealth Advisors in 2019.  

She says, “The passion I once poured into advocacy now fuels the work I do every day in helping our clients achieve their financial goals.”

By balancing the legacy of her father, David Pickler — an industry veteran of over 40 years — with her own approach, she honors the firm’s foundation of trust and integrity while continually growing her expertise and voice. 

Similarly, a commitment to lifelong learning is reflected in her academic achievements, including a Master of Science in Personal Financial Planning (MPAS®) and the Chartered SRI Counselor™ (CSRIC®) designation, giving her a strong foundation in investment principles, financial planning, and socially responsible investing.

An ability to demystify finance, making it personal and approachable, also sets her apart, ensuring every client feels seen, heard, and empowered.

“I build deep, meaningful relationships with my clients by offering steady support during their most difficult moments,” explains Pickler. “One of the things I pride myself on is the ability to meet people where they are.”

She co-hosts a podcast called BullCast, which enables her to reach clients and the wider public in a less traditional way. The award-winning weekly show is where personal finance meets pop culture, and financial topics are broken into approachable, real-world conversations for listeners of all ages.  

Navigating a traditionally male-dominated industry, Pickler has faced skepticism from some who doubt a younger woman’s ability to guide their financial path. In these situations, she remains calm and avoids an emotional response.

“Instead, I remain confident, focused, and committed to demonstrating my knowledge, professionalism, and the value I bring to the table. I’ve learned that not every advisor is the right fit for every client, and that’s okay. What matters most is that clients feel confident and supported in their financial journey.”

This positivity is a defining quality of Pickler’s and a key driver of her success.

She adds, “I approach each day as a new opportunity to make a meaningful difference in someone’s life, whether that means helping a client realize they can afford to send their child to college or celebrating with them as they pay off the last of their debt. I always keep an open ear, focusing on what each client truly needs and how we can best support them.” 

Source & Original Publication

Investment News Special Report: https://bit.ly/4pBAcsX

InvestmentNews $100M Club: Top Female Advisors 2025, created by InvestmentNews. Presented September 9, 2025 based on data gathered from January to December 2024. Not indicative of advisor’s future performance. Your experience may vary.