Katy Annulli

Professional Approach

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

Background

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

Before entering financial services, my career was rooted in service, organization, and helping people navigate complex decisions. I worked in community and labor organizing, where I developed strong communication skills and advocated for meaningful change. I also founded and managed my 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 my ability to break down complex challenges into clear, actionable steps—skills I now apply to helping clients build financial confidence and make informed decisions for their future.

Outside of work, I enjoy spending time outdoors, practicing yoga, traveling, and pursuing creative outlets like painting and fiber arts. I also love starting my mornings at the beach with my dog, Dolan.

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