Kathleen takes extraordinary pride in building relationships with the team’s clients. She takes the time getting to know them so she can better serve their individual needs, goals, and ideas. Professionally she thrives on the challenge of the team’s fast-paced environment, where her steadfast ...more

Kathleen takes extraordinary pride in building relationships with the team’s clients. She takes the time getting to know them so she can better serve their individual needs, goals, and ideas. Professionally she thrives on the challenge of the team’s fast-paced environment, where her steadfast diligence, keen ability to stay calm under pressure, and commitment to seeing things through from start to finish are distinct advantages. Kathleen’s background in financial services dates back to 2008 and includes experience as a capital market professional. Her time in the ETF industry, during which she achieved the position of Vice President of ETF Sales/Trading at a global bank, gives her a deep knowledge of the equity and ETF marketplace. Her insights and inputs in this area are a bonus beyond the impressive skills and talent she brings to the team’s operations and, most importantly, to ensuring every client receives exceptional service with every interaction. As Vice President, Kathleen functions as the team’s client service concierge and dedicated business resource. She efficiently and effectively tackles anything to help clients, from answering questions and opening accounts to moving money and more. In her role Kathleen takes the lead on upholding the team’s commitment to providing the white glove service clients have come to expect, as well as the responsiveness, reliability and professionalism clients deserve. Kathleen has been with Wells Fargo Advisors since 2022 and previously worked for JP Morgan. This information is intended for use by residents of CA, CT, DC, FL, GA, LA, MA, NC, NJ, NY, PA, SC, and TX only. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/socialless