• Kathy Landing

    Kathy Landing, CFP®

    CERTIFIED FINANCIAL PLANNER™

    Senior Vice President, Investments

Biography/Qualifications

  • Financial advisor since 1985
  • Joined Raymond James & Associates, Inc. in 2008 as Senior Vice President, Investments
  • CERTIFIED FINANCIAL PLANNER™ professional since 1996
  • Master of Science in Financial Planning, College for Financial Planning, 2003
  • Bachelor of Science, Duke University, 1983
  • Chair, Board of Governors of Operation Smile Southeast Region; Member of the American MENSA; Who’s Who of International Business and Professional Women; Board of Directors, Charleston Ballet Theatre
  • Lives in Mt. Pleasant, South Carolina with husband Joe and their two children

Focus Services

  • Individual Investment Management Strategies
  • Personal Financial Planning
  • Estate Planning Strategies
  • Institutional Accounts including Qualified Plans and Foundations

Areas of Experience

  • Professional Money Manager Consulting Services
  • Executive Stock Options and Rule 144
  • 401(k) Plans and Employee Communications
  • Charitable Remainder Trusts*
  • Private Equity, Hedge Funds, and other Non-Correlated Assets
  • Liability Management- LIBOR and Prime based lending
  • Collars and Exchange Funds

*Raymond James & Associates, Inc. does not provide tax or legal advice. Consult your attorney and tax advisors regarding your circumstances.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Raymond James is not affiliated with the above organizations and/or charitable causes.
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