Kate Mesa is a Financial Advisor with Raymond James. She employs vast resources to bring the right expertise and tailored financial solutions designed to meet her clients’ specific needs. While focusing her business on her clients’ individual financial objectives, Kate believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests, that sets Kate apart.
Kate is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, she is able to gain a comprehensive understanding of your needs and goals. Kate works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions using portfolio & wealth management, tax saving strategies, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans, and more.
Based on what she learns about you and your goals and an analysis of the current financial markets, Kate designs a customized investment portfolio based on recommendations made solely with your best interest in mind. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Kate puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
Kate joined Raymond James in 2018 with 9 years in the financial industry, including 4 years with Edward Jones. She is a graduate of Cal Poly, San Luis Obispo and received a degree in Business with a concentration in Accounting & Finance.