Kathy Gould

Kathy has been a valued member of our team since 2026. She holds a Bachelor of Arts degree from the University of Central Florida and brings extensive experience supporting financial advisors, as well as firsthand knowledge from the broker-dealer side of the industry. Kathy holds a FINRA Series 99 Operations License and is a commissioned Notary Public.

Outside of work, Kathy enjoys spending time with her husband and two adult sons. She is actively involved in her church choir, enjoys playing the piano and sewing, and has a passion for genealogy.