Kathy is a Client Service Associate and has more than 20 years of experience in the wealth management industry. Her strongest skills lie in designing & maintaining coordinated office processes and systems to maximize organizational efficiency. She started working as a brokerage assistant at Morgan Keegan & Co. in 1996 in the Fixed Income Department. She then worked in the retail brokerage industry from 2000 until 2005 when she became operations manager for a new investment advisory firm. She remained at that firm for over 11 years.
Kathy is a native of Birmingham, & lives here with her husband Joe. They became a blended family when they married in 2007, with Joe's 2 sons, Jacob & Joshua (now 24 and 21), & Kathy's 2 daughters Victoria (Tori) & Kaylee (now 24 and 18). In her free time, she enjoys creating various forms of art. She also loves traveling. Her favorite US destinations are the New England states with an emphasis on areas in both Maine and New Hampshire.
Raymond James is not affiliated with the above organizations and/or charitable causes.