Kathleen Stoveken

Kathleen has been in the financial services industry since 2014 assisting in all aspects of client service from onboarding of new client accounts, which includes the collection of required documentation and client information, maintains existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date. She conducts outreach to maintain strong relationships with our client base and identifies services and solutions that support client’s needs.

She proactively prepares financial reports, spreadsheets and other materials for client meetings, supports the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and plans client events and seminars. Kathleen regularly seeks opportunities to use the firm’s resources for peer sharing and collaborating with colleagues, performs administrative duties that support Rob and Chris in daily business practices, including, telephone coverage, business travel arrangements, coordination of client meetings, as well as file and calendar maintenance. Prior to joining Raymond James in 2020, Kathleen was the Director of Client Services and Life/Long-Term Care Insurance Coordinator at LPL Financial and the Retirement Benefits Specialist at Merrill Lynch.

Kathleen works directly with Rob and Chris to support their efforts in developing recommendations towards client goals in the area of financial planning, retirement planning and insurance needs. Kathleen holds a license in Accident and Health, Life, Long-Term Care Insurance and Fixed Annuities and works closely with clients by conducting insurance needs analysis and help clients evaluate their current coverage to determine cost-effectiveness and to identify gaps in coverage. She is also a Notary Public. Kathleen is committed to continued excellence handling all evolving client related matters.