Background
Kathy is a Financial Consultant with Truist Investment Services, Inc. She offers clients more than 29 years of financial services, retirement planning, and investment management experience. Kathy has earned her Chartered Retirement Planning Counselor (CRPC) designation. She focuses on relationship management, goals-based planning and retirement plans for corporations and small businesses. She holds series 7, 63, 65 FINRA securities registrations and Life and Health insurance licenses.
Investment Adviser Representative, Truist Advisory Services, Inc.
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