Katie JamilCFP®, AIF®, CPFA

Office Location:
6115 Park South Drive
Suite 200
Charlotte, NC 28210

As Director of CP’s retirement plan division, Katie works with companies to establish, operate, and enhance qualified and non-qualified retirement plans.  Since 2008, Katie, better known as 401Katie, has worked with business owners and their employees to achieve successful retirement outcomes.

An NC State grad, Katie enjoys watching Wolfpack athletics and cheers on the Carolina Panthers with her husband, Jace, and son, Cameron.  Rounding out her family is Kona, a stubborn yet playful French Bulldog.


Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.

CA Insurance License Number – 0K48386.