Senior Financial Advisor Managing Director-Investments, Wells Fargo Advisors

Kate Belden Schoff is a Senior Financial Advisor and Managing Director-Investments for Wells Fargo Advisors with more than 30 years of experience in financial services helping individuals and families develop strategies to reach their financial goals. Kate was formerly Vice President for SunTrust Investment Services in Annapolis and Investment Manager & Vice President at People’s Securities in Connecticut for 10 years before relocating to Maryland. She holds a B.A. in History with a minor in Business from Skidmore College.

Kate’s mission to connect, listen, and collaborate with her clients with the highest level of personal service and professional integrity, also carries over to her involvement with the community. Kate served on the Board of the Annapolis Lighthouse Shelter (LHS) for nine years and is still actively involved with LHS’s Development Committee. In addition to the CFAAC board, Kate is serving on the board for Rise & Shine Bakery, Inc., a social enterprise development program to train people who have barriers to employment to become qualified to work in the baking industry.

Kate lives in Annapolis with her sons, Peter and Henry, and labradoodle, Daisy. She enjoys golfing and spending time with her partner, Jon Starr, and their children.