Kathy Laverde, CLU^®, APMA^™, is a Wealth Advisor and Fiduciary with over 30 years of experience in the financial services industry. Kathy partners with clients to define their core values and priorities, then collaborates with her team to create customized financial strategies. She is committed to building lasting relationships with clients and their families, going beyond just achieving financial goals.

Education:

Chartered Life Underwriter (CLU^®)

Accredited Portfolio Management Advisor (APMA^™)

FINRA Series 6, 7, 24, 63, & 65

Life, Accident, & Health Insurance & Variable Annuity License

• Women Who Rock – Organizer & Musician
• Suits That Rock – Former Suit