Kathleen Barlow

Kathleen Barlow Email and Phone Number

With a holistic approach to financial wellness, I empower women to take control of their finances. From investing to retirement planning, let's work together to build a secure future and set you up for financial success. @ Journey Strategic Wealth
Kathleen Barlow's Location
Salt Lake City Metropolitan Area, United States
Kathleen Barlow's Contact Details

Kathleen Barlow personal email

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Kathleen Barlow phone numbers

About Kathleen Barlow

For most of my life I felt even-keeled and focused, and others saw me that way. In our family of (how many), my mother called me the “stable one." And as I grew up, I planned. I was prudent with my money and throughout my young adulthood, I always had a job with a good salary and great benefits. Planning wasn't hard. In 2001, when my son was born, I felt a shift in my priorities: I wanted to find work that offered me the time and flexibility to spend with my family. Real estate felt right. I was good at it, I loved it, and because my husband is a contractor, it made sense for our whole family. We began to purchase investment properties, with the idea that our investments would, eventually, provide us a nice retirement income. Everything was humming along. And then came the 2008 recession, and we were knocked to our knees. Suddenly I wasn't that even-keeled, focused woman I had always been. With the financial uncertainty we faced, everything felt uncertain, and with no financial advisor to guide us, we made decisions-based emotions--many which were unwise.Three years later I was lucky enough to be offered an opportunity to join a financial firm as a financial advisor. I knew how important those were, and as I trained, I began to feel good again: Steady, focused, even-keeled. And as I built my practice, I began to hear stories similar to my own from bright, confident, wise, amazing women. Again, and again, I heard tales of women conquering the world when, suddenly, the rug was pulled out from beneath them--divorce, job loss, illness... The impediments were varied, but the outcome was the same: Fear, confusion, fading confidence...Over time my mission became clear: To create a holistic approach to finance, to support women seeking to implement financial plans that will take them where they want to go--wherever that is! And to be whoever they wish to be! I would love to hear your story.All investment advisory services are offered through Journey Strategic Wealth, LLC, an SEC Registered Investment Advisory firm. Information posted on this profile is intended for informational purposes only and does not constitute investment advice. Third party posts found on this profile do not reflect the views of Journey Strategic Wealth and have not been reviewed by Journey Strategic Wealth as to accuracy or completeness.

Kathleen Barlow's Current Company Details
Journey Strategic Wealth

Journey Strategic Wealth

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With a holistic approach to financial wellness, I empower women to take control of their finances. From investing to retirement planning, let's work together to build a secure future and set you up for financial success.
Kathleen Barlow Work Experience Details
  • Journey Strategic Wealth
    Financial Advisor
    Journey Strategic Wealth Oct 2022 - Present
  • Raymond James
    Financial Advisor
    Raymond James Aug 2016 - Oct 2022
    Investment advisory services offered through Raymond James Financial Services Advisors, Inc.The Barlow Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
  • Edward Jones
    Financial Advisor
    Edward Jones Nov 2012 - Aug 2016
    Park City
  • Transamerica Financial Advisors, Inc.
    Financial Advisor
    Transamerica Financial Advisors, Inc. Apr 2012 - Oct 2012
    Park City, Utah
  • Hme Wireless
    National Account Executive
    Hme Wireless Nov 2011 - Mar 2012
    Hq> Suwannee Georgia
    Responsible for acquiring new clients and maintaining existing client relationships. Handled all sales activities for West Coast in the Healthcare sector.
  • Synensys
    Director Of Client Development
    Synensys Jan 2009 - Oct 2011
    I was responsible for all sales and marketing efforts for the company. Developing new clients, maintaining existing clients and keeping all marketing materials fresh and up to date. Identifying new sales avenues and attending all appropriate conferences.

Kathleen Barlow Skills

Marketing Team Building Process Improvement Finance Sales Account Management Sales Operations Sales Management New Business Development Leadership Development Public Speaking Budgets Financial Analysis Relationship Management Financial Strategies Financial Assessment Strategic Planning

Kathleen Barlow Education Details

  • Ashford University
    Ashford University
    Healthcare Adminstration
  • Joel Barlow High School
    Joel Barlow High School

Frequently Asked Questions about Kathleen Barlow

What company does Kathleen Barlow work for?

Kathleen Barlow works for Journey Strategic Wealth

What is Kathleen Barlow's role at the current company?

Kathleen Barlow's current role is With a holistic approach to financial wellness, I empower women to take control of their finances. From investing to retirement planning, let's work together to build a secure future and set you up for financial success..

What is Kathleen Barlow's email address?

Kathleen Barlow's email address is ka****@****mes.com

What is Kathleen Barlow's direct phone number?

Kathleen Barlow's direct phone number is +143571*****

What schools did Kathleen Barlow attend?

Kathleen Barlow attended Ashford University, Joel Barlow High School.

What skills is Kathleen Barlow known for?

Kathleen Barlow has skills like Marketing, Team Building, Process Improvement, Finance, Sales, Account Management, Sales Operations, Sales Management, New Business Development, Leadership Development, Public Speaking, Budgets.

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