A little insight into Kathy Wills.
My passion is people and it’s my priority to educate those in need of financial assistance so they can take better control of their own finances. In my prior career in the medical field, I was fortunate to enjoy many benefits like stock awards and bonuses, but I didn’t really have anyone to teach me about financial planning and wealth management.
Although this was originally challenging for me, I discovered the opportunity to grow my own knowledge and help people in a whole new way. My experiences lead me to pursue a career as a Financial Advisor, and taught me how to better connect with people going through similar situations because I’ve been there. This has allowed me to make a positive impact on people’s lives now and in the future.
Learn more about Kathy and the services she provides.
Top Wealth Advisor Mom List, Working Mother Magazine, 2020
QUALIFICATIONS: holds series 7 and 66 securities licenses; life and health insurance licensed with variable endorsements.
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The Working Mother and SHOOK research ranking is based on an algorithm of qualitative and quantitative data. SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 18 with a minimum 5 years of industry experience. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Rankings are based on the opinions of SHOOK Research LLC. Out of 19,616 nominations, 200 made the final list.
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