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“Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round”
Megan Dorn, Dorn Wealth Management
Katie Pickler, vice president at Pickler Wealth Advisors, has crafted a career defined by:
commitment
adaptability
a passion for helping others
While influenced by her family’s legacy in financial services, Pickler was determined to forge an identity and career that was a true fit for her skills and values.
Her early years were marked by dedication to nonprofit development and fundraising, particularly supporting those impacted by type 1 diabetes. Entrepreneurship soon followed, as she launched her own event planning business, further honing her organizational, leadership, and financial skills.
These formative experiences deepened Pickler’s appreciation for financial strategy and, most importantly, her passion for making a difference in people’s lives. This ultimately drew her back to her roots, joining Pickler Wealth Advisors in 2019.
She says, “The passion I once poured into advocacy now fuels the work I do every day in helping our clients achieve their financial goals.”
By balancing the legacy of her father, David Pickler — an industry veteran of over 40 years — with her own approach, she honors the firm’s foundation of trust and integrity while continually growing her expertise and voice.
Similarly, a commitment to lifelong learning is reflected in her academic achievements, including a Master of Science in Personal Financial Planning (MPAS®) and the Chartered SRI Counselor™ (CSRIC®) designation, giving her a strong foundation in investment principles, financial planning, and socially responsible investing.
An ability to demystify finance, making it personal and approachable, also sets her apart, ensuring every client feels seen, heard, and empowered.
“I build deep, meaningful relationships with my clients by offering steady support during their most difficult moments,” explains Pickler. “One of the things I pride myself on is the ability to meet people where they are.”
She co-hosts a podcast called BullCast, which enables her to reach clients and the wider public in a less traditional way. The award-winning weekly show is where personal finance meets pop culture, and financial topics are broken into approachable, real-world conversations for listeners of all ages.
Navigating a traditionally male-dominated industry, Pickler has faced skepticism from some who doubt a younger woman’s ability to guide their financial path. In these situations, she remains calm and avoids an emotional response.
“Instead, I remain confident, focused, and committed to demonstrating my knowledge, professionalism, and the value I bring to the table. I’ve learned that not every advisor is the right fit for every client, and that’s okay. What matters most is that clients feel confident and supported in their financial journey.”
This positivity is a defining quality of Pickler’s and a key driver of her success.
She adds, “I approach each day as a new opportunity to make a meaningful difference in someone’s life, whether that means helping a client realize they can afford to send their child to college or celebrating with them as they pay off the last of their debt. I always keep an open ear, focusing on what each client truly needs and how we can best support them.”
1135 Halle Park Circle, Collierville, TN 38017
901 316 0160
kpickler@picklerwealthadvisors.com
linkedin.com/company/pickler-wealth-advisors
picklerwealthadvisors.com
Katie Pickler
Vice President
Pickler Wealth Advisors
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Milestones
“My clients are more like family, and I want to make sure I can provide real value to them”
Megan Dorn, Dorn Wealth Management
2012–2014
2014–2016
2016–2018
2019–Present
2025
Development Coordinator at Juvenile Diabetes Research Foundation (JRDF)
2012–2014
Senior Development Coordinator at JDRF
2014–2016
Senior Development Manager at JDRF
2016–2018
2019–Present: Vice President at Pickler Wealth Advisors
2023: Memphis Business Journal's 40 Under 40
2024: PRSA Memphis’ VOX Award for Tactics - Podcasts
2019–Present
CEO of Meridian Financial Partners, where she manages a team of eight that delivers investment management and financial planning to over 450 households in 24 states
2025
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
Despite facing industry biases, such as being mistaken for an assistant at events, she refused to let female stereotypes define her. Instead, she’s built a thriving network of women advisors and found a strong ally in Harbour Investments, which supports her growth as a leader, business owner, and mother.
Client satisfaction isn’t measured in Dorn’s office by closing ratios or one-time feedback – it’s reflected in loyalty, longevity, and referrals. Her communications strategy features handwritten and even hand-drawn birthday cards because in her words, “the little things matter”.
Another offering is short videos delivered a few times per month, providing quick updates on market changes, financial tips, or just simple reassurance during uncertain times.
She explains, “Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round.”
Empowerment is an ambition of Dorn’s, believing that financial education leads to strong communities. However, she only works with individuals who match her values.
“I also don’t take on every prospective client who walks through the door. I’m intentional about making sure it’s a good fit on both sides,” she adds. “My clients are more like family, and I want to make sure I can provide real value to them. That means listening closely, being transparent, and never overpromising.”