Broker Check
Katie Small, FLMI, ACS

Katie Small, FLMI, ACS

Director of Marketing

After starting in the financial services industry in 2011, I have searched for a firm that feels like home.  Penn Mutual Carolina Partners is my home, and I believe our team is transforming the way the Carolinas community perceives financial advising.  We are hard-working and compassionate – qualities I desire in someone who is responsible for managing what means the most to myself and my family.

My mission at PMCP is to provide our clients and advisors with superior service in addition to promoting our brand across the Carolinas.  I enjoy being a connector between my advisers and their clients, our brand and our community, and creating content that reflects our culture.  I have obtained FLMI and ACS designations from LOMA, Life licensed in North Carolina since 2015, and a North Carolina Notary Public since 2008.  My educational foundation is in communication with a Bachelor of Science in Electronic Media and Master of Arts in Educational Media from Appalachian State University.

When I’m not enjoying our office space in the heart of South Park, you can find me playing with my daughter or visiting new breweries with my husband.  I am a North Carolina native, so if I am not in Charlotte, I’m usually in the mountains watching a football game (GO MOUNTAINEERS!) or at one of our amazing beaches enjoying the sun and sea.