Katey moved to Sarasota in 1997, after growing up and attending college in the Northeast. She began her career in Finance at SunTrust Bank, then transitioned to Morgan Stanley, before deciding to focus on raising a family. By 2013, with children in school full time, she decided it was time to start thinking about going back to work. She met Dave due to their children being in school together, and she was excited to learn that he was interested in hiring someone to help him with the portfolio management aspect of his clients. She works actively in managing client investment portfolios and is fully securities licensed. When not at work, she and her family enjoy boating, fishing, the Florida beaches, and getting up north to go skiing in the winter.
Check the background of this investment professional on FINRA's BrokerCheck.
Licenses and Certifications:
Series 7 (General Securities Representative)
Series 66 (Registered Investment Advisor Representative)
Bachelor’s Degree in English Literature, St. Lawrence University, 1997