Kathleen King
Financial Advising
Why pick this one
Kathleen King provides holistic investment and insurance planning for high-net-worth clients from Oppenheimer's Asheville branch.
Best for
- High-net-worth individuals and families seeking asset growth and protection
- Corporate executives and businesses needing investment and insurance strategy planning
- Clients wanting planning based on time horizon and risk tolerance
- Clients seeking an Asheville-based Oppenheimer financial advisor
Specialties
- holistic financial planning
- investment strategy design
- insurance strategy design
- asset growth and protection for high-net-worth clients
Certifications
- Series 7
- Series 66
- Registered in North Carolina
- Registered in South Carolina
What makes them different
- Focuses on growing and protecting assets for high-net-worth individuals, families, corporate executives, and businesses
- Uses an in-depth discovery process covering each client's situation, time horizon, and risk tolerance
- Provides holistic investment and insurance strategy design
- Senior Director-Investments at Oppenheimer & Co. Inc.
- Asheville branch location at 10 Brook Street, Suite 290
- Response time
- Someone will be in contact promptly after an appointment request.
- Serves
- Asheville
Distilled from this business's own website.
Contact & Location
- Address
- 10 Brook St Ste 290, Asheville, NC 28803
- Phone
- +18282517884
- Website
- http://www.oppenheimer.com/advisor/nc/asheville...
Services
- wealth management
- financial planning
- investment planning
- insurance planning