Kathy provides valuable support to the team and helps to ensure clients have an excellent experience working with us.

With more than 25 years’ experience in the financial services industry, Kathy truly understands the ins-and-outs of client needs, wants, and wishes. She is committed to helping clients reach those goals that are important now as well as the legacies they hope to provide in the future. Kathy dedicates a high attention to detail to manage a range of administrative duties, including account related details and preparing portfolio reviews.

Born in New York City, she enjoys spending time with her first grandchild, family and friends, cooking, comedy shows and donating to local charities in need of food, toys and clothing. She has one married child and one grandson. She is also the proud owner of an exuberant Jack Russell rescue dog, Carolina. Kathy is committed to showing you the benefits of working with Raymond James, from sharing our broad product offerings for your financial needs to offering you a real relationship you can count on.