Kathleen Scott has been in the financial industry for over thirty years, serving as a financial advisor for the last twenty years and joining Raymond James Financial Services, Inc., Member FINRA/SIPC in 2018.
In 1987, Kathleen began her career working in Lynchburg, VA where she became a licensed advisor in 1997. She returned to her native Florida in 2009 living in Ocala, close to her childhood hometown of Inverness. Through years of continuing education, Kathleen holds Series 6, 7, 9 and 10 securities registration with FINRA as a General Securities Representative and Sales Supervisor, a Series 66 as a Registered Investment Advisor, her Insurance License in Life, Health and Variable products, a Series 31 with the National Futures Association, and has also been a National and Florida Mortgage Loan Originator Licenses.
Her holistic process engages her with clients through every aspect of their lives and ensures conversations, understanding, and solutions are addressed around their needs in the four Foundations of Wealth – I. Investments II. Banking and Credit III. Risk Management and IV. Trust and Estate Planning.
Away from the office, Kathleen and fiancé Mario, enjoy spending time with friends and family both in Florida and Virginia, where she maintains many client relationships. She is blessed with two children, Gregory and Erin, and grandson, Braxton. In her spare time, you will find Kathleen involved in outdoor activities such as road biking, gardening, and canoeing the rivers of Virginia and Florida. She and the family are always looking for a new memory with some “extreme” adventures such as hang gliding and skydiving.