O U R  A S S O C I A T E S

Kathleen Wilson

Senior Operations Manager

“Attitude is the little thing that makes a big difference.”
— Winston Churchill

Meet Kathleen

Kathleen Wilson, Senior Operations Manager, has worked in the Financial Services Industry for 23 years. During her career she has worked as a compliance manager where she assisted in supervising up to 52 support staff, reviewing account activity, training, and problem solving all while focusing on efficiency. 

Kathleen holds the FINRA Securities Registrations 7, 66, 9, 10, 23 and AZ Insurance License. Kathleen strives to provide exceptional client service and is responsible for all operational items with Pathlight Advisors, including trading, account reconciliation, scheduling and transferring assets.

Kathleen loves cooking and staying active. She and her husband Dale are originally from the Pacific Northwest and have enjoyed living in Arizona for the past 24 years. They stay busy with their two children and many outdoor activities including hiking, camping and sports.

Contact

Email: [email protected]






Pathlight Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social

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