Grandview

Grandview

Wealth Management in Edina, MN

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  • Our People
  • Expertise
  • What to Expect
  • Prospective Clients
  • Contact Us
  • Client Login
    • Fidelity
    • American Funds 529 Plan
    • Addepar
    • Grandview Client Portal
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Meet Kate

Kate Moore

(612) 416-3704

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Kate Moore

Client Experience Manager

Kate joined Grandview Square Financial in 2022. Previously spending almost 20 years in the salon industry, her passion is serving people. Connecting with clients and making them feel comfortable and cared for are important to her. “I want our clients to feel at home with us and to have a feeling of family that they can trust”.

She currently lives in Savage, MN with her children Brooklyn and Drake along with their furry dog friend, Prince.

When not at work, Kate enjoys time at the gym and staying active. Meaningful moments spent with family and friends, traveling, enjoying concerts, creating art, experiencing new food or events are ways she fills her cup.

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5201 Eden Ave, Suite 160
Edina, MN 55436

Call: 612-416-3222
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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. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS and Summit are not affiliated companies.