Katie Beargie is a Wealth Advisor with Alphastar Wealth Management Emerald Coast, where she helps individuals, families, retirees, and business owners make confident financial decisions through personalized investment management, retirement planning, and tax-aware wealth strategies.
Katie brings a diverse background in finance, planning, and client service. Prior to joining Alphastar, she held roles with a Registered Investment Advisor in New Orleans, Northwestern Mutual as a Financial Planner, and Fidelity Investments in Denver as both an Equity Trader and Wealth Transition Specialist. Her experience gives clients a valuable perspective on wealth accumulation, market strategy, retirement transitions, and preserving assets across generations.
She earned her MBA from the University of Colorado and her Bachelor of Accounting from Loyola University New Orleans. Katie holds FINRA securities licenses including the Series 7 and Series 66, along with insurance licenses for life, long-term care, and annuities.
Clients value Katie for her genuine approach, thoughtful guidance, and ability to simplify complex financial decisions. She believes great advice should feel personal, practical, and centered around each client’s real-life goals.
Katie is proud to help lead the next generation of Alphastar, continuing the firm’s long-standing commitment to trust, personal relationships, and fiduciary guidance while helping shape its future for the families it serves.
A Pensacola native, Katie enjoys raising her family on the Gulf Coast and remains deeply connected to the community she serves.