Kathy Fowler Email and Phone Number
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Accomplished Director of Client Services and Business Operations Manager in the financial services sector.
Keystone Financial Resources, Llc
View- Website:
- keystonefinancialresources.com
- Employees:
- 17
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Director Of OperationsKeystone Financial Resources, LlcNashville, Tn, Us
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Director Of Client ServicesKeystone Financial Resources, Llc Sep 2020 - PresentBrentwood, Tennessee, United States
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Client Success AssociateWealth Access, Inc. Oct 2019 - Jun 2020 -
Member SuccessUnited Income 2013 - Feb 2019Greater Nashville Area, TnI am responsible for the following at United Income (acquired Envision Wealth Planning in Jan 2018):- Integrated existing clients to new platform following acquisition of Envision Wealth Planning.- Manage daily operational functions relating to business services and conduct client consults based on individual's income and wealth status for 135 household clients- Collaborate with the President and founder of company to accomplish strategic goals and innovative ways to serve client base- Assist and direct client's in the areas of retirement planning, estate planning and tax planning
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Operations Manager | Registered Sales AssociateStifel Financial Corp. 2009 - 2013Greater Nashville Area, Tn- Oversaw the daily operations for thriving office consisting of 10 Financial Advisers- Worked directly with branch manager supervising compliance and audits - Partnered with producing branch manager in assisting clients to make financial decisions on investments, education and retirement planning -
Registered Sales AssistantU.S. Bank 2004 - 2009Bowling Green Area, Ky- Assisted financial consultant on duties including: prospecting, tracking, market share expansion, and increased sales- Awarded US Bank’s 2007 Circle of Excellence Award for outstanding customer service- Spearheaded the logistical coordination of marketing and training events for employees at six branches- Recipient of 2007 Circle of Service Excellence Winner for outstanding customer service -
Financial AdvisorSouth Central Bank 2000 - 2003Bowling Green Area, Ky- Successfully earned the designation of Accredited Asset Management Specialist through the College for Financial Planning - Orchestrated sales growth through prospecting, analyzation of client base, utilized risk tolerance, and asset allocation of clients- Enhanced client consultations and cultivated referrals through conducting portfolio reviews and continual progress monitoring- Prepared and conducted financial planning seminars, workshops, and events for the company -
Financial AdvisorWachovia Corp 1995 - 2000Bowling Green Area, KyMy responsibilities at First Union Securities (now Wachovia Corp): - Partnered with producing branch manager in assisting clients to make financial decisions on estate planning, risk management, investments, education and retirement planning- Educated clients on company sponsored plans, enrollment, and education- Organized office seminars and monitored goals of asset growth & sales production, and supervised office personnel - Successfully earned designation of Accredited Asset Management Specialist -
Financial AdvisorUbs 1989 - 1995Bowling Green Ky | Nashville TnAfter joining J.C. Bradford & Company (acquired by UBS Wealth Management) as an office manager, I became a Financial Advisor and an IRA specialist. - Collaborated with brokers, branch manager, and sales support staff in all areas of financial planning and servicing of clients’ needs- Designated as Series 7, 65 and 63 registered- Served as IRA Specialist, assisting branch office staff with questions, IRA distribution mailings, and monitored rules and regulations for retirement system
Kathy Fowler Skills
Kathy Fowler Education Details
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Associate'S Degree
Frequently Asked Questions about Kathy Fowler
What company does Kathy Fowler work for?
Kathy Fowler works for Keystone Financial Resources, Llc
What is Kathy Fowler's role at the current company?
Kathy Fowler's current role is Director of Operations.
What is Kathy Fowler's email address?
Kathy Fowler's email address is kf****@****ess.com
What schools did Kathy Fowler attend?
Kathy Fowler attended University Of Kentucky.
What skills is Kathy Fowler known for?
Kathy Fowler has skills like Investment Management, Business Development, Regulatory Compliance, Audit Control, Business Operations, Data Analysis.
Who are Kathy Fowler's colleagues?
Kathy Fowler's colleagues are Madison Smith, Buie Williams, Jonathan Scott, Dillon Woodruff, Cfp®, Glenn Price Jr..
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Kathy Williams
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