Katherine Shott

Executive Assistant


Katherine graduated from Bluefield College in 2010 with a Bachelor’s Degree in Business Administration. Her first experience in financial services was with First Community Bank. It was at the bank where she honed her customer service skills and keen eye for attention to detail. In 2014, she brought those attributes to the finance department of an optometrist’s office. Her main responsibility was anything/everything insurance related, however, she also performed clerical and administrative duties when needed.

Currently at Infinite Wealth, Katherine’s role as Executive Assistant allows her to draw upon her experience from both financial services and customer service.

Katherine moved to Mooresville, NC from Bluefield, Virginia/West Virginia in late 2015 with her Boston Terrier, Bruiser. She recently bought a house and enjoys remodeling the interior and learning how to garden.


13546 – 2014/7/10

If you would like more information or have specific questions, please contact us using the following form. We would be happy to assist you.

This information has been provided by a licensed insurance professional and does not necessarily represent the views of the presenting insurance professional. The statements and opinions expressed are those of the author and are subject to change at any time. All information is believed to be from reliable sources; however, presenting the insurance professional makes no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, trust and estate, or investment advice. Infinite Wealth Advisors is not an investment advisory firm.  Investment Advisory Services provided by NAMCOA® – Naples Asset Management Company®, LLC, a federally registered investment advisor, website: www.NAMCOA.com .