Katerina Roberts, CFP®
Senior Wealth Advisor
Katerina joined GYL Financial Synergies in 2017 as our Senior Wealth Advisor. She works primarily with clients to develop financial plans and implement their investment strategies so they can achieve their financial goals and objectives. Areas of expertise include investment management, estate planning, retirement planning, tax considerations, and distribution strategies. In addition to servicing our private clients, Katerina also works closely with Institutions and assists with asset management analysis and employee education.
Katerina is a CERTIFIED FINANCIAL PLANNER™ certificant since 2015. She graduated from Suffolk University with a degree in International Business and Marketing. Katerina is a member and volunteer of the Financial Planning Association.
When Katerina is not working, she enjoys being active and traveling.