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Katie Gibbons's Linkedin Analytics

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Katie Gibbons

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Katie Gibbons is a seasoned finance professional with over two decades of experience in the banking and financial consulting industry. Her career has been marked by a rare combination of technical expertise, exceptional relational skills, and inspirational leadership. She has consistently delivered outstanding results and is recognized as a trusted leader in the industry and most importantly by her clients. At FORVIS, Katie takes a lead role with clients utilizing an integrated and holistic approach in providing sophisticated tax, financial, and wealth management services to individuals, families and private foundations. Together with the Private Client team, she will play a key role in providing a unique blend of expertise that encompasses tax, estate and gift planning, financial planning, Family Office services, and investment management solutions to clients. Prior to joining FORVIS, Katie built a consulting business, solving complex financial problems by analyzing personal and business financial data, educating clients on best practices, and reinforcing implementation and successful adaptation of recommendations. Katie’s career is highlighted by her extensive background in Private Banking. During much of her career, she worked in an advisory role providing clients with sound counsel on credit, deposit, and treasury solutions, leveraging robust banking practices and cutting-edge technology solutions. She managed numerous intricate client relationships, delivering comprehensive banking and wealth management solutions to high-net-worth clients. Katie holds a Bachelor of Science in Marketing from Louisiana State University. In addition, she has also obtained a certification from the University of Texas, Austin in Organizational Improvement. Throughout her career, Katie has been recognized for her contributions including the honor of 40 Under 40 in her community. Katie is committed to giving back to the community and has been actively involved in charitable initiatives, including financial literacy programs for single mothers, overseeing funding as a fiduciary for community projects, and serving in various prestigious board positions. When Katie is not working or building long lasting professional relationships, she is usually spending time with her family, or looking for any excuse to meet up with her girlfriends for a cup of coffee and a good book study. Katie lives in the greater Austin area with her husband and two teenage sons.

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