Katy M. Lightburn, CDFA®

Katy began her investment industry career in 2015 and joined Stifel Independent Advisors in 2022. Prior to joining Stifel, she worked at Merrill Lynch as a Client Associate before becoming a financial advisor in 2017. Prior to joining Merrill Lynch, she spent more than 15 years as a pricing agent for a manufacturing company and more than 10 years working as a credit and financial analyst in the banking industry.

Katy earned a B.A. from Washington College and holds Series 7 and 66 securities licenses. She is committed to building relationships with her clients by understanding their personal and business needs and goals, as well as supporting her team by leveraging the full capabilities that affiliate firm Stifel has to offer. She is meticulous about providing an outstanding level of client care and professionalism.

Outside of the office, Katy enjoys spending time with her husband, dog, and two grown daughters when they visit home.