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 21 years is in investment services. Her high level of performance earned her a membership in LPL Financial’s Director’s Club, which is based on annual production. It reflects Kathleen’s experience in delivering the financial advice and personalized service her clients need to pursue their financial goals.
In 2018 Kathleen was named a Patriot’s Club member by LPL Financial. A distinction given to top advisors based on their annual production compared to more than 18,000 registered LPL advisors nationwide. Kathleen was chosen as a Five Star Wealth Manager in 2018 and 2019. * Active in her community, Kathleen served as the first female President, as well as Vice President and Treasurer of the Watertown Lions Club, one of the world’s largest service organizations in the world. She was also honored with receiving its highest honor: the Melvin Jones Award, and has been a member of the club since 1995.
Kathleen’s FINRA registrations held with LPL Financial:
SERIES 7, 63, 66, LIFE & HEALTH