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Routing #321180379
Financial Advisor

Meet Kathy.

Kathy Wills headshot

Kathy Wills, IMC

Investment Management Consultant
Financial Advisor, RJFS
Addison Avenue Investment Services

Restricted Access

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

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QUALIFICATIONS: holds series 7 and 66 securities licenses; life and health insurance licensed with variable endorsements.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax or legal matters, these matters should be discussed with the appropriate professional.

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.

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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