Kate joined Bickling Financial in November 2020. She previously worked at UBS in Finance as an Institutional Municipal Bond Saleswoman for the past twenty years. Prior to that she joined PaineWebber in 1998 as a Client Service Associate. She continues to provide exceptional client service.
Kate graduated from Keene State College with a Bachelor of Science in Business Management. She previously worked in the retail industry and ski industry for many years.
She enjoys the great outdoors all seasons hiking, skiing, mountain biking. She particularly enjoys her time spent with her loyal but naughty Labradors.
Kate can be reached at 781-862-9792 or firstname.lastname@example.org
Investment Advice offered through Bickling Financial Services, Inc., a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Bickling Financial Services are not affiliated companies.