Meet Katherine
Katherine “Dee” Agrillo is the founder & wealth advisor of Agrillo Financial Group, where she has spent decades helping clients make confident, informed financial decisions. Dee is widely respected for her steady guidance, long-term perspective, and deeply personal approach to client relationships.
Throughout her career, Dee has worked closely with individuals, families, and retirees on retirement planning, investment strategy, and wealth management. She believes financial advice should be clear, practical, and grounded in each client’s unique goals and life circumstances. Her focus has always been on helping clients preserve wealth, generate sustainable income, and navigate financial transitions with confidence.
Dee’s advisory style blends experience, discipline, and genuine care for the people she serves. Clients value her ability to simplify complex financial concepts, provide thoughtful perspective during periods of market volatility, and maintain a consistent, relationship-driven approach.
Over the course of her career, Dee has worked closely alongside her son, Ted Agrillo, helping shape the client-centered philosophy that defines Agrillo Financial Group. Their collaboration spans more than 26 years, reflecting the firm’s continuity, shared values, and commitment to long-term client relationships.
Through Agrillo Financial Group’s affiliation with Carson, Dee’s clients benefit from expanded planning resources, advanced investment tools, and enhanced technology — while continuing to receive the personalized attention and accessibility that have defined her practice for years.
Dee takes pride in building lasting relationships across generations and remains committed to delivering objective, client-centered financial guidance.
Katherine “Dee” Agrillo is a Non-registered associate of Cetera Wealth Services LLC, Member FINRA/SIPC.
