Kathy Healy
Providing customized financial advice for executives, business owners, and families.
- Role
- Wealth Advisor at Lpl Finanical
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Kathy Healy
With 20+ years of experience in wealth management, financial services, and insurance,…
Experience
Wealth Advisor
Sep 2012 — Present · Atlanta, GA, US
As a wealth advisor, I help families and small business owners with retirement income planning through IRA and 401k investment advice. I specialize in 401k rollovers, IRA investment recommendations, and small business 401k plans.
Education
University of Georgia - Terry College of Business
CERTIFIED FINANCIAL PLANNER™, Executive Program for Financial Planning Certification
2013 — 2014
University of Alabama at Birmingham
MBA, Marketing
1989 — 1991
University of Montevallo
BBA, Marketing, English
1982 — 1986
Skills
- Saving for Education
- Portfolio Management
- Financial Advisory
- Financial Planning
- Strategic Planning
- Retirement Planning
- Finra
- Strategic Financial Planning
- Securites
- Disability Insurance
- Wealth Management
- Management
- 401k Rollovers
- Financial Services
- Life Insurance
- Finance
- 401k
- Long Term Care
- Iras
- Securities
- Series 66
- Small Business
- Employee Stock Options
- Series 7
- Investments
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