Kathryn Gillette

Kathryn Gillette Email and Phone Number

Certified Financial Planner® at Evos Financial @ Evos Financial
5485 Belt Line Rd Ste 280, Dallas,TX 75254,United States
Kathryn Gillette's Location
Dallas, Texas, United States, United States
Kathryn Gillette's Contact Details
About Kathryn Gillette

At Evos Financial, Kathryn is involved in the preparation and participation in client meetings, active involvement in annual and quarterly reviews, new proposals, new business processing and follow up, and client relations. As a Financial Planner, she is also involved in the financial planning process in gathering and input of data working directly under the Director of Financial Planning. Kathryn has her Series 7 and 66 licenses, insurance license, and just received her CFP® designation.Registered Representative, Cambridge Investment Research, Inc., Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Evos, LLC are not affiliated.

Kathryn Gillette's Current Company Details
Evos Financial

Evos Financial

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Certified Financial Planner® at Evos Financial
5485 Belt Line Rd Ste 280, Dallas,TX 75254,United States
Website:
evosllc.com
Employees:
4
Kathryn Gillette Work Experience Details
  • Evos Financial
    Financial Planner
    Evos Financial May 2014 - Present
  • Evos Financial
    Associate Planner
    Evos Financial 2009 - Present
  • Gilbert Financial Services
    Jr. Associate
    Gilbert Financial Services Mar 2008 - Oct 2009
    Client services

Kathryn Gillette Skills

Emoney Redtail Crm Streetscape Td Ameritrade Veo

Kathryn Gillette Education Details

Frequently Asked Questions about Kathryn Gillette

What company does Kathryn Gillette work for?

Kathryn Gillette works for Evos Financial

What is Kathryn Gillette's role at the current company?

Kathryn Gillette's current role is Certified Financial Planner® at Evos Financial.

What is Kathryn Gillette's email address?

Kathryn Gillette's email address is ka****@****app.com

What schools did Kathryn Gillette attend?

Kathryn Gillette attended Baylor University - Hankamer School Of Business, Plano West, Plano West, Plano West, Smu-Plano.

What are some of Kathryn Gillette's interests?

Kathryn Gillette has interest in Hiking, Tennis.

What skills is Kathryn Gillette known for?

Kathryn Gillette has skills like Emoney, Redtail Crm, Streetscape, Td Ameritrade Veo.

Who are Kathryn Gillette's colleagues?

Kathryn Gillette's colleagues are Derek Thomson, Matt Sanders.

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