Skip to content

Katie Beard




Katie Beard is a Wealth Administrator for WealthSouth Concierge Financial Services and a lifelong member of the Bowling Green community. “It has always been my mission to give back,” she says. Katie says she is blessed to be able to do that both through civic engagement and her career. “The best part of what I do is working closely with my clients to help them reach their goals. Often times that is helping clients with their own philanthropic gifts and planning for their families’ futures.” Katie and the team at WealthSouth are able to do this since she and her fellow team members have grown up in Bowling Green, attended school here, served on charitable boards, and volunteered in the community. Not only do they help the community, but it allows them to make informed recommendations and decisions on behalf of their personal and business clients.

WealthSouth is locally committed, and Katie says that the success of their clients and the vitality of Bowling Green is important. “As Bowling Green continues to grow, I look forward to the energy that comes with new community members, businesses, and projects.” She says she hopes that she can continue to give back to the community because it has already given her so much.

Katie is involved in many organizations around town including Junior Achievement of South Central Kentucky, The Women’s Fund of South Central Kentucky, The WKU Young Alumni Council, and the Alpha Delta Pi Advisory Board. “Our community has a unique spirit about it,” she says. “Sometimes you can’t put your finger on it, but I truly appreciate being able to witness this community come together when our friends and neighbors need it the most.”

More Stories

  • Editor's Letter

    Is it finally Summer? After the months of rain, I am so excited to see the Sunshine and enjoy all that Summer in South Central Kentucky has to offer. Summer is a time of recharge for everyone regardless of your career. The Summer camps, longer days, outdoor activities and time with your families and friends is truly rejuvenating.  Read More
  • Brent Fackler

    Brent Fackler is fortunate to call Bowling Green his home. “Bowling Green has a great economy and is positioned geographically for great business opportunities. The agriculture and interstate road system add greatly to its success.” Read More
  • Leann Phillips

    Leann Phillips never thought banking would be her career. She has a Bachelor of Science degree in Textile and Apparel Merchandising, but she started working at South Central bank at 16 years old and never left. She is now Vice President of Consumer Lending.  Read More
  • BG Area Chamber of Commerce Wins Communications Excellence Award

    The Bowling Green Area Chamber of Commerce has been named an “Award of Excellence” winner in the Communications Excellence awards program presented by the Association of Chamber of Commerce Executives (ACCE). ACCE, represents more than 8,000 chamber of commerce professionals, and 1,300 chambers of commerce, around the world. Read More