Kathleen McCarthy

Kathleen McCarthy

Vice President

Office: 440.835.6550
Fax: 440.835.6556

Kate started in the financial services business in 1990. She believes her experience as an Account Manager of 401(K) plans was an ideal foundation for her work as a financial advisor; specifically one that focuses on retirement and estate planning.    

Kate helps her clients reach their financial goals by using proper planning and utilizing only the highest quality products with good track records and proven results.  

Kate has her undergraduate degree from De Paul University, and her MBA from Ashland. She recently completed her Certified Retirement Planning Counselor (CRPC) certificate through The College for Financial Planning.

While away from the office, Kate enjoys working on local committees in Fairview Park, volunteering for the Metroparks, and most importantly, spending time with her daughter Grace.


Check the background of this investment professional on FINRA's BrokerCheck.