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]

Securities Registered in the following states: AZ, CA, CO HI, IA, IL IN, LA, MA, MI, NC, NJ, NM, NY, OR, TX, VA, WA




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

This information is intended for use only by residents of (AK, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, LA, MA, MI, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

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.

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.



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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