Kathleen Mons
Financial Advisor, Senior Vice President-Investment Officer at Wells Fargo Advisors
- Role
- Adjunct Faculty, Department of Accounting and Finance at Christopher Newport University
- Location
- Hampton Roads, VA, US
- LinkedIn followers
- 500 followers
EducationView LinkedIn profile
About Kathleen Mons
I deliver customized investment advice and wealth management services to high net worth…
Experience
Adjunct Faculty, Department of Accounting and Finance
Christopher Newport University
Jan 2018 — Present · Newport News, VA, US
Education
University of Pennsylvania - The Wharton School
CRCP, FINRA Institute
2005 — 2007
The College of William and Mary - The Mason School of Business
MBA, Concentration in Finance
1995 — 1998
Christopher Newport University
BSBA magna cum laude, Business Administration and Management, General
Skills
- Financial Services
- Asset Allocation
- Mutual Funds
- Investment Strategies for Domestic Partners
- Retirement Planning
- Wealth Preservation Services
- Portfolio Analysis
- Wealth Preservation
- Retirement
- 401k
- Living Trusts
- Securities
- Public Speaking
- Charitable Trusts
- Investment Strategies
- Alternative Investments
- Finance
- Fixed Annuities
- Wealth Transfer
- Investments
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