Katherine Coley
Office ManagerKathy Coley is our Planning Associate and Office Manager. She helps us maintain the quality level of service we provide to our clients and ensures that their needs are her first priority. Her career in the financial services industry spans more than 36 years. She draws upon her extensive industry experience and attention to detail to provide quality service to our clients.
Before joining Raymond James in 2014, Kathy spent more than 28 years at Merrill Lynch in Charleston and Spartanburg as a sales assistant, manager’s assistant and portfolio associate. She was a portfolio associate at Morgan Stanley for over 5 years.
Kathy earned a bachelor’s degree in business administration from the College of Charleston. She hails from Anderson, South Carolina, and has lived in Spartanburg since 1989. An accomplished artist, Kathy enjoys traveling, gardening, and life with her golden retriever, Zettie.
