Brand Builder/NextGen Advocate
Kate Healy is a financial services industry executive and is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession. She is a frequent conference speaker and contributor. Wealthmanagement.com named her to the 2018 “Ten to Watch” list. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people. Healy was named to InvestmentNews' inaugural "Women to Watch" in 2015. She is the 2021-2022 board chair for the Foundation for Financial Planning and Clerk of the Invest in Others board.