Kathleen Hanson

Kathleen Hanson
five star

Kathleen Hanson

Senior Vice President, Wealth Consultant

Kathleen provides holistic wealth management services that address the full spectrum of her clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.

Working closely with each client, Kathleen uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts her clients’ needs first. With the plan in place, Kathleen monitors its performance on an ongoing basis, and makes any adjustments as needed.

Kathleen has 35 years’ of financial industry experience of which 19 years is in investment services. Her high level of performance earned her a membership in LPL Financial’s Director’s Club. It reflects Kathleen’s experience in delivering the financial advice and personalized service her clients need to pursue their financial goals.

Kathleen has been named a Patriots Club, and Directors Club advisor by LPL Financial. A distinction given to top advisors based on their annual production compared to more than 18,000 registered LPL advisors nationwide. In 2018 Kathleen was chosen as a Five Star Wealth Manager. This award is based on 10 objective criteria associated with providing quality service to clients such as credentials, experience, and assets under management among other factors.*

Active in her community, Kathleen served as the first female President, as well as Vice President and Treasurer of the Watertown Lions Club. She was also honored with receiving its highest honor the Melvin Jones Award. A member of the club since 1995, the world’s largest service organization in the world.

* Wealth managers do not pay a fee to be considered or placed on the final list of 2018 Five Star Wealth Mangers.

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 Government Agency 
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 Not Bank Deposits or Obligations 
 
 May Lose Value 
 

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