First WallStreet Financial Advisors

Description

Kay has worked in the Financial Services industry since 1965 using her experience in banking and investing to help clients pursue their individual goals. Her commitment to professionalism and personalized service is essential when matching clients with the right financial products and services. Kay has broad experience in commercial banking, mortgage banking, insurance and investment. Kay holds many registrations including Series 7, General Securities Representative, Series 65, Uniform Investment Advisor, and is health and life insurance licensed in Nevada, California, Oregon, Arizona and New Mexico.

We provide a broad array of financial services to clients. Most of our clients can be classified as conservative investors looking for stability in their investments. However, we recognize that every investor has their own specific needs and customize our recommendations to every individual.

To provide quality, client-focused investment advice in keeping with our philosophy of preservation of capital and customized asset allocation.

We have a combined experience of 74 years in the financial services industry holding a variety of registration and licenses.

I aim to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, I draw on a comprehensive suite of products and services to find those that address your unique situation.

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