Meet Kathy
Kathy has 41 years of disciplined financial planning experience, working to achieve investment objectives while minimizing risk. A Certified Financial Planner practitioner with a Master of Science in Financial Planning, Kathy serves as Senior Vice President of Investments for Raymond James and Associates and assists many Lowcountry families to identify and try to reach their financial goals.
Kathy has 41 years of disciplined financial planning experience, working to achieve investment objectives while minimizing risk. A Certified Financial Planner practitioner with a Master of Science in Financial Planning, Kathy serves as Senior Vice President of Investments for Raymond James and Associates and assists many Lowcountry families to identify and try to reach their financial goals.
Kathy has 41 years of disciplined financial planning experience, working to achieve investment objectives while minimizing risk. A Certified Financial Planner practitioner with a Master of Science in Financial Planning, Kathy serves as Senior Vice President of Investments for Raymond James and Associates and assists many Lowcountry families to identify and try to reach their financial goals.
Arguably Kathy’s most impactful volunteer contributions to the community have been those for Operation Smile, an organization providing children in need with life-changing surgeries throughout the world. She has volunteered with the Carolinas Chapter for 24 years, served on the Board for 22 years, and was Board Chair for eight years. She has spearheaded fundraising efforts and served as Community Advisor to the Wando High School Smiles Club, which was founded by Kathy’s daughter.
Arguably Kathy’s most impactful volunteer contributions to the community have been those for Operation Smile, an organization providing children in need with life-changing surgeries throughout the world. She has volunteered with the Carolinas Chapter for 24 years, served on the Board for 22 years, and was Board Chair for eight years. She has spearheaded fundraising efforts and served as Community Advisor to the Wando High School Smiles Club, which was founded by Kathy’s daughter.
Kathy's philanthropic efforts also include serving as past Education Chair and Treasurer of the South Carolina Society of Mayflower Descendants. She is active in the Scottish Society of Charleston, which provides funds for both the Ronald McDonald House and the Charleston Seafarers, and is also a Sustaining Member of the Junior League of Charleston, having served on the Board as Treasurer during her Active years. Last May, Kathy and Joe celebrated their 42nd wedding anniversary. They are the proud parents of Kristie and Joseph. Joseph started at Pinckney Elementary School, and both their children attended Cario Middle and Wando High Schools. Kristie is a Duke graduate who completed her Master's Degree at Sotheby’s Institute of Art in London. Joseph graduated from the University of Miami, where he double majored in Motion Picture Film Production and Media Management. Kathy and Joe attend Hibben United Methodist Church, where Kathy serves as a volunteer substitute organist and was also an integral member of the church's finance committee.
Kathy's philanthropic efforts also include serving as past Education Chair and Treasurer of the South Carolina Society of Mayflower Descendants. She is active in the Scottish Society of Charleston, which provides funds for both the Ronald McDonald House and the Charleston Seafarers, and is also a Sustaining Member of the Junior League of Charleston, having served on the Board as Treasurer during her Active years. Last May, Kathy and Joe celebrated their 42nd wedding anniversary. They are the proud parents of Kristie and Joseph. Joseph started at Pinckney Elementary School, and both their children attended Cario Middle and Wando High Schools. Kristie is a Duke graduate who completed her Master's Degree at Sotheby’s Institute of Art in London. Joseph graduated from the University of Miami, where he double majored in Motion Picture Film Production and Media Management. Kathy and Joe attend Hibben United Methodist Church, where Kathy serves as a volunteer substitute organist and was also an integral member of the church's finance committee.

