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Katie Blevins
Katie Blevins
Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) Financial Consultant
512-794-2384

Meet Katie, a dedicated financial consultant passionate about empowering clients through effective tax strategies and personalized financial planning. With a focus on reducing taxes and stress, she helps clients achieve peace of mind by simplifying complex financial decisions. Katie believes that strong, trusting relationships are the foundation of successful financial planning, and is committed to guiding clients every step of the way. Whether navigating retirement, investments, estate planning, business succession, or tax optimization, she is here to ensure your financial journey is smooth and rewarding. 


Working with a financial professional

Client Centered

Whether you run a business, have a family, or just need financial guidance for yourself, we can help design a strategy that can adapt to your changing needs and the evolving life you live.

  • Analysis of needs and goals
  • Asset allocation strategies
  • Manager Selection
  • Retirement Income
  • Investment Strategies
  • Ongoing monitoring of the market in relation to your investments
  • Ongoing Education
  • Tax management strategies*
  • Long-term capital appreciation
  • Wealth structuring
  • Trust strategies*
  • Education savings programs
  • Wealth transfers

Our five-step process can hone you in on what matters most.

We know the planning process isn't a one-time thing. As your life evolves, so will your goals and the financial strategies we offer. We'll be there with you, helping you shift your strategy, update your portfolio and leverage the right products to make smart choices for every new chapter of your life.

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