Wealth Management Advisor, Healy Wealth Management
MBA, University of Alabama at Birmingham
BBA, University of Montevallo
FINRA Series 7 held with LPL Financial
FINRA Series 66 held with IFG Advisory, LLC and LPL Financial
Life and Health/Accident Sickness Insurance
Kathy has more than 20 years of experience in financial services, insurance, and wealth management. Before starting Healy Wealth Management, she spent six years as Co-Founder and Director of Marketing and Communications for Healy Capital Management in Atlanta. Prior to that, she was Marketing Consultant for CIGNA Corporation in Philadelphia for the Life, Accident, & Disability Insurance Division. She began her career at SouthTrust Corporation in Birmingham, Alabama (now Wells Fargo) managing deposit products including CDs, IRAs, and money market accounts, and rising to the position of Senior Marketing Officer. She is well-versed in virtually all types of financial products. Kathy resides in Peachtree Corners, Georgia with her husband, John.
Chartered Financial Analyst
MBA, The Wharton School
BS in Economics, Vanderbilt University
FINRA Series 7 and 63 held with LPL Financial
FINRA Series 65 held with IFG Advisory, LLC and LPL Financial
Originally from Princeton, NJ, John earned an undergraduate degree in Economics from Vanderbilt University where he was captain of the men’s varsity swim team. After graduating, John began his career at SouthTrust Bank of Alabama in Birmingham. After five years, he moved to Philadelphia and completed his MBA at The Wharton School at The University of Pennsylvania. While at Wharton, John also completed the requirements to receive the Chartered Financial Analyst (CFA) designation, considered the gold standard of the investment management field. Desiring to move back to the Southeast, he went to work as a Portfolio Manager at INVESCO in Atlanta, one of the largest institutional investment management firms in the world.
In 2000, John launched Healy Capital Management and began managing accounts for private clients and families. Following a disciplined value strategy based on sound investment principles espoused by noteworthy investors such as Warren Buffet and Benjamin Graham, John continued to run Healy Capital Management until 2007. At that time, he merged with another registered investment advisory firm that also provided full service wealth management services in addition to investment management. Still committed to the proven value strategy, in 2013 John joined his wife Kathy at Healy Wealth Management, IFG and LPL in order to provide more customization and personalized service.
Outside of work, John enjoys swimming to keep in shape. He lives in Peachtree Corners with his wife, Kathy.
BS, Georgia State University
Certificate of Accounting, Gwinnett Technical College
FINRA Series 7 and 66 held with LPL Financial
Candidate for CFP certification
Rebekah joined the firm in 2017 and is responsible for assisting John and Kathy in maintaining client relationships. Specifically, she collaborates with John and Kathy in the development of financial plans. Rebekah is a high achiever who regularly takes initiative and is constantly thoughtful about the needs of others. She is currently working on earning the CFP® certification. Her previous roles include Comptroller, Executive Assistant, and American Sign Language interpreter. She truly enjoys helping others succeed.