Katie Smith

Katie Smith is a managing director in Andersen’s Private Client Services practice in West Palm Beach, Florida. Katie has a combined 15 years of experience in both public and private accounting.

At Andersen, Katie works with affluent families and their related businesses, trusts, private foundations, and other entities. Katie helps her clients with income, estate, and gift tax planning, compliance, and consulting. Katie also has experience helping her clients with estate and trust administration and family office structuring and set-up.

Before joining Andersen in 2012, Katie worked for an equipment sales and distribution company, where she gained private-sector accounting experience.

Katie is a member of the Central Florida Estate Planning Council. She also serves as a board member of the Path to College Foundation, Inc.