Katy Annulli

Professional Approach

Katy is passionate about helping individuals and families bring clarity and confidence to their financial lives. She believes financial planning is not just about numbers—it’s about creating a sense of stability, reducing stress, and building a path toward the life clients want to live. Her approach centers on listening first, understanding what matters most to each client, and working together to develop practical, personalized strategies that support their goals.

Background

Katy joined Benjamin F. Edwards in 2026 and is based in Rhode Island. With a degree in Accounting from the University of Connecticut and having earned her Series 7 and Series 66 licenses, she is committed to helping clients navigate their financial decisions with confidence and clarity.

Before entering financial services, Katy’s career was rooted in service, organization, and helping people navigate complex decisions. She worked in community and labor organizing, where she developed strong communication skills and advocated for meaningful change. She also founded and managed her own professional organizing business, working closely with clients to create systems that bring order, efficiency, and peace of mind to their homes and businesses.

These experiences shaped her ability to break down complex challenges into clear, actionable steps—skills she now applies to helping clients build financial confidence and make informed decisions for their future.

Areas of Focus

• Financial Planning Strategies
• Wealth Management
• Retirement Planning
• Organization & Financial Clarity Strategies

Education & Licenses

• Bachelor of Science in Accounting, University of Connecticut
• Series 7 and Series 66 licensed

Outside of work, Katy enjoys spending time outdoors, practicing yoga, traveling, and pursuing creative outlets like painting and fiber arts. She also loves starting her mornings at the beach with her dog, Dolan.