Meet the Team

As a Client Service Specialist with Connecticut Wealth Management (CTWM), Katie Jones plays an essential role in preparing for client meetings, managing account openings and maintenance, and ensuring every client receives thoughtful and attentive support. Katie’s commitment to exceptional service helps create confidence and ease for clients as they navigate their financial journey.

Before joining CTWM, Katie spent a decade in human resources, building strong partnerships with hiring managers and prospective candidates and refining her ability to foster positive professional relationships. Her HR background gives her a unique perspective on people‑centered service and operational excellence that serves CTWM’s client‑focused approach.

Education & Certifications

Katie earned her Bachelor’s degree in Applied Psychology and Human Development with a minor in Human Resources Management from Boston College, where she developed a foundation in understanding interpersonal dynamics and effective communication.

Affiliations & Community Involvement

Originally from Granby, Katie spent many years living in the Boston area before returning to Connecticut. She resides in West Hartford with her husband, John. In her free time, Katie enjoys running, skiing, playing golf, traveling, and curling up with a good book — activities that reflect her energetic and curious spirit.