About Katie Rinehart
Katie Rinehart is a Financial Advisor and in a leadership role as the branch manager of the downtown Austin branch office. Katie Rinehart is the branch manager for the Austin Branch Office. With more than 25 years of experience in the financial services industry, Katie brings a wealth of knowledge and a broad perspective of the investment world to her clients. In addition, while serving as the Branch Manager, she cultivates a thriving client-centric culture for the Financial Advisors she leads.
Katie began her career as a Financial Advisor and Resident Manager at Merrill Lynch in 2002. During her tenure, she culminated essential knowledge and experience to support her clients, no matter their stage in life. Katie measures professional achievement in terms of client well-being, goal achievement and most importantly, forming real relationships.
Personal experiences have deeply impacted Katie’s perspective on how to best service her clients. Katie began her career as a Financial Advisor while being a single parent, which instilled in her an urgency not only to ensure the deepest of client relationships but also to provide a solid and lasting foundation for her two children – both of whom are successful and pillars of their community. In addition, Katie used the experiences of hardships – both while taking care of her son Nicholas as he underwent cancer treatment as she, at the same time, was the primary caregiver for her parents, to engrain the passion and care Katie provides to her clients. These experiences have made Katie more empathetic and aware of financial implications throughout life transitions. Katie’s goal is to help clients navigate through similar challenges in their own lives, and to offer guidance when faced with financial uncertainties.
After 20 years at Merrill Lynch, Katie made the firm change to Morgan Stanley in October 2022, alongside Rene Corbett, a longtime colleague since 2010. Morgan Stanley’s vast resources allows their team to offer customized solutions and ideas to help meet their client’s needs no matter what phase of life they are in. Katie works with high-net-worth families and business owners who need and value guidance on a broad range of financial matters. This includes, but not limited to, creating financial solutions – investing, planning, estate planning strategies, tax efficiency, retirement, assets, and liabilities– for clients at all life stages who want to reevaluate their current wealth management approaches.
Although she is native to Grand Blanc, Michigan, Katie has lived in Austin, Texas for 33 years with her loving husband, two adult children and a new grandchild. She admires Austin’s rich culture and community, as it emphasizes diverse thinking and an active lifestyle. Outside of work, Katie enjoys reading, traveling, expressing creativity in the kitchen and spending time with her loved ones.
A strong believer in giving back, Katie also serves on the Chisholm Trail Communities Foundation in Georgetown, Texas and is actively involved in giving back to the community through volunteer activities.