Broker Check

Company Name - City, State

One Lincoln Centre 5400 LBJ Freeway Suite 1250, Dallas, TX 75240


Katie  Marx

Katie Marx

VP of Investment Management

As Vice President of Investment Management at Smith, Frank & Partners, Katie dedicates herself to researching and pursuing the investment solutions used to create tailored portfolios that help clients achieve their specific financial goals. Working closely with executives, business owners, professionals, and retirees, Katie specializes in managing her clients’ unique financial situations and helping them chart a course to navigate the countless decisions they face.

Katie’s objective is to recommend asset allocations that are compatible with the goals and needs of her clients. She takes into account their risk tolerance, time horizon and fundamental values. For all of her clients, Katie regularly and systematically reviews portfolios, making herself available to clients at their convenience.

A Montana native, Katie moved to Texas to attend college, where she graduated with a BBA in Finance from the University of North Texas. She currently lives in Double Oak with her twin daughters.