Kate McCloskey joined our team in August 2022 as a Virtual Paraplanner. While Kate still assists Matthew with financial planning preparation and maintenance of existing client plans, her role has evolved and she is now serving her own clients as a financial advisor. Kate is focused on helping clients develop financial plans and habits that will help enable them to meet their current and future goals.
Kate is a career-changer with 7-years of prior experience in higher education fundraising and since her transition into the financial services industry in 2020 she has spent her time learning, pursuing licensure and gaining experience by supporting established financial advisors. Kate recently completed her Series 66 and is now an Investment Advisor Representative.
Kate studied at Liberty University and holds a B.S. in Sport Management with a Minor in Business, as well as an M.S. in Sport Administration.
Professional Licenses: Series 7, Series 66, Investment Advisor Representative and Registered Representative.
Personal Background: Kate currently resides in Monroe, LA with her husband, Gerald, but is a proud native of Syracuse, NY. Go Orange! Kate enjoys traveling, spending time with friends and family, and diving into a good book!
