Broker Check
Kathy Healy, CFP®

Kathy Healy, CFP®

Wealth Management Advisor, Healy Wealth Management

EDUCATION/CERTIFICATION

  • MBA, University of Alabama at Birmingham
  • BBA, University of Montevallo
  • FINRA Series 7 held with LPL Financial
  • FINRA Series 66 held with IFG Advisory, LLC and LPL Financial
  • Life and Health/Accident Sickness Insurance

Kathy Healy is the founder of Healy Wealth Management, and she is affiliated with LPL Financial, the largest independent broker-dealer in the U.S (As reported by Financial Planning magazine, June 1996-2015, based on total revenue). In 2013, she joined Integrated Financial Group, a consortium of LPL financial advisors. She has 15 years of experience in financial services, insurance, and wealth management. Before starting Healy Wealth Management, she spent six years as co-founder and director of marketing and communications for Healy Capital Management in Atlanta. Prior to that, she was Marketing Consultant for CIGNA Corporation in Philadelphia for the life, accident, and disability insurance division. She began her career at SouthTrust Corporation in Birmingham, Alabama (now Wells Fargo) managing deposit products including CDs, IRAs, and money market accounts, and rising to the position of Senior Marketing Officer. She is well-versed in virtually all types of financial products. Kathy resides in Peachtree Corners, Georgia with her husband, John and their three children.