Seattle-based Synergetic Financial Management has appointed financial planning and investment analyst Katie Vercio as a wealth manager and business consultant.

Vercio will support the firm’s market and economic research, and financial planning process. Specifically, she will analyze equity and fixed income investments for the firm’s $100 million client portfolio, while analyzing individual client financial positions and making recommendations.

Vercio was previously an intern with Morgan Stanley Smith Barney (now Morgan Stanley Wealth Management). She was also a founding member of the student investment club at Seattle Pacific University, where she is currently a candidate in the Certified Financial Planner program.

Synergetic Financial Management specializes in financial management, business valuation and consulting, and mergers and acquisitions including commercial real estate investments. It serves individuals and mid-sized and large businesses.