MICHAEL KATZ, CFA®, MANAGING DIRECTOR & COLLEEN MCCAFFERY, MANAGING DIRECTOR: TRUIST WEALTH

Colleen McCaffery and Michael Katz are an advisory team focused on successful individuals, multi-generational families, business owners, divorced and widowed women, and those in transitional parts of their lives with complex issues. The collaboration of McCaffery and Katz, both with over 25 years of experience, brings a highly engaged team with complementary skill sets to each client relationship. McCaffery’s career has been inspired by her father. “He strongly believed that as a woman, I should understand how money affects family, and how it can work for and against those whom you love. With wealth comes complexity and it requires a strong and impartial voice to guide it to its most valuable place and to create harmony,” McCaffery says. Katz brings a technical investment discipline to the team. He became passionate about the financial markets at an early age after his grandparents gifted him some stocks. After attending the University of Illinois for undergrad and the University of Chicago for graduate school, Katz’s interest in the psychology of investment success grew and forged the path of his professional career. “I owe my success in this business to my ability to utilize my skills in both the technical and interpersonal sides of the business. I help our clients live their best lives without having to stress about the day-to-day of the markets,” Katz says. McCaffery and Katz were selected along with a team to build the Wealth Management business for Truist in Chicago. They run a national practice, and working with the seventh largest bank allows them to provide the comprehensive resources and capabilities needed to advise their clients yet still provide a boutique level of service. They believe in simplicity and education. They simplify complex wealth planning issues that confront everyone from Baby Boomers to Gen Z. McCaffery and Katz summarize, “We speak the language of multiple generations and that makes a meaningful difference to the families we support.”

For more information on Michael Katz, visit truist.com/michael.katz. For more information on Colleen McCaffery, visit truist.com/colleen.mccaffery.

Colleen McCaffery and Michael Katz are registered representatives of Truist Investment Services, Inc., and Investment Advisor Representatives of Truist Advisory Services, Inc.

Investment and Insurance Products:

•Are not FDIC or any other Government Agency Insured •Are not Bank Guaranteed •May Lose Value