With over 25 years of experience in the financial services industry, Kathy brings a wealth of knowledge, precision, and dedication to her role as a Senior Client Operations Specialist. She began her career at Moors & Cabot, one of Boston’s oldest financial firms, established in 1890, where she developed a strong foundation in client service and operational excellence. Over the years, she has earned a reputation for managing complex administrative functions.
At Moran Wealth Management®, Kathy plays a key role in streamlining operational workflows, ensuring timely processing, and providing seamless support to both clients and advisors while navigating the evolving financial landscape with confidence and care. Kathy currently maintains the Series 66 license, reflecting her continued professional growth.
Originally from Charlton, Massachusetts, she relocated to Florida in 2004, where she continues to thrive both professionally and personally. Outside of work, Kathy enjoys watching sports, staying active, and spending quality time with family and friends.
With over 25 years of experience in the financial services industry, Kathy brings a wealth of knowledge, precision, and dedication to her role as a Senior Client Operations Specialist. She began her career at Moors & Cabot, one of Boston’s oldest financial firms, established in 1890, where she developed a strong foundation in client service and operational excellence. Over the years, she has earned a reputation for managing complex administrative functions.
At Moran Wealth Management®, Kathy plays a key role in streamlining operational workflows, ensuring timely processing, and providing seamless support to both clients and advisors while navigating the evolving financial landscape with confidence and care. Kathy currently maintains the Series 66 license, reflecting her continued professional growth.
Originally from Charlton, Massachusetts, she relocated to Florida in 2004, where she continues to thrive both professionally and personally. Outside of work, Kathy enjoys watching sports, staying active, and spending quality time with family and friends.