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Grandview

Wealth Management in Edina, MN

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  • Our People
  • Expertise
  • What to Expect
  • Prospective Clients
  • Insights
  • Contact Us
  • Client Login
    • Fidelity
    • American Funds 529 Plan
    • Grandview Client Portal
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Employee Spotlight: Getting to Know Kate

Employee Spotlight: Getting to Know Kate

Posted on March 26, 2026

This quarter, we are thrilled to feature Kate Moore in our Team Profile. A self-described “people person,” Kate brings a unique blend of warmth and drive to our office.

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5201 Eden Ave, Suite 160
Edina, MN 55436

Call: 612-416-3222
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© 2026 Grandview

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Investment advisory and financial planning services offered through Summit Financial, LLC, (“Summit”)
a SEC-Registered Investment Advisor doing business as Grandview Square Financial.