Katie WhitmanPrivate Client Advisor
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ABOUT KatieKatie is a private client advisor for Commerce Trust. She serves as a senior consultant and relationship manager providing clients with personalized objective advice and oversight across all of our services, including trust administration, financial advisory services, private banking, and investment management. Katie facilitates all aspects of relationship management for the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience.
Katie joined Commerce Trust in 2021 with nearly 30 years of related industry experience. She is a Certified Trust and Fiduciary Advisor (CTFA), is a graduate of the University of Missouri School of Law, and a member of the Missouri Bar Association. She began her financial services career with a national bank and later served as Chief Registration Counsel for the Missouri Securities Division, regulating securities issuers, broker-dealers and investment advisers in the State of Missouri.
She has experience both as a trust officer and as an attorney practicing estate planning, securities litigation, and consumer protection. Katie is also a member of the Animal Protective Association (APA) of Missouri planned giving committee.