Kathleen Dey, Director of Client Services and Operations has been in the financial industry for over 5 years assisting in all aspects of client service from opening accounts to processing transfers, scheduling and preparing reports for financial meetings. She works directly with Rob and Chris to support their efforts in developing recommendations towards client goals in the area of financial planning, retirement planning and insurance needs. Prior to joining Ibrahim Wealth Advisory Group at Raymond James, she was the Director of Client Services and Life/Long-Term Care Insurance Coordinator with LPL Financial. She also worked for Merrill Lynch in the Retirement Benefits and 401(k) departments.
Kathleen holds a license in Accident and Health, Life, Long-Term Care Insurance and Fixed Annuities and works closely with clients by conducting insurance needs analysis and helps clients evaluate their current coverage to determine cost-effectiveness and to identify gaps in coverage. Kathleen is committed to continued excellence handling all evolving client related matters.
Kathleen resides in Titusville, NJ with her fiancé Dave and their two dogs Blake and Revis. She is a member of the Chapter 1198 Women of the Moose in Flemington, NJ. The Women of the Moose is a unit of Moose International, where members work in harmony with members of the Loyal Order of Moose to provide a helping hand to those in need in the community as well as contribute to the support and maintenance of Mooseheart Child City and School and Moosehaven Retirement Care Facility. In her free time she enjoys going to the shore and watching sports.
Raymond James is not affiliated with the above organizations and/or charitable causes.