About Us

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Since 2000, we have seen our clients through several full financial cycles. We do not offer a "cookie-cutter" approach, or "one-size-fits-all." We value communication with our clients, and we consider communicating a two-way street. We focus on your needs and desires, acting as your personal Chief Financial Officer, proactively staying aware of any changes in your financial situation, and helping you to identify your financial goals for the future.

Our Background

Check the background of Katherine M. Healy and John R. Healy on FINRA’s  BrokerCheck

Kathy Healy, CFP®

Wealth Management Advisor, Healy Wealth Management

EDUCATION/CERTIFICATION
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

  • ABOUT
  • Kathy Healy is the founder of Healy Wealth Management.  In 2013, she was
  • invited to join Integrated Financial Group, a consortium of independent LPL Financial planners from across the country. Since its inception in 2003, Integrated Financial Group has maintained a culture of passionate, strictly vetted independent financial planner members who support the notion that many minds are greater than one. This Consortium—or group—of expertise is called the Brain Trust.
  •  
  • Healy Wealth Management’s affiliation with this professional group is invaluable; it gives us access to a network of talented, like-minded peers who share strategies, best practices and advice. Our clients benefit from the collective expertise of the Brain Trust in addition to our personalized financial planning approach.
  •  

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.

John Healy, CFA

Chief Investment Officer, Healy Wealth Management

EDUCATION/CERTIFICATION
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

  • ABOUT
  • As Chief Investment Officer of Healy Wealth Management, John is affiliated
  • with Integrated Financial Group (IFG) and LPL Financial (LPL). Integrated
  • Financial Group is a consortium of independent financial planners dedicated to leading the fiduciary standard for investment and wealth management. On a day-to-day basis, IFG’s distinctive culture encourages members to collaborate and share ideas. Since 2003, IFG has fostered this environment and at the same time offered premium business support services, regulatory compliance oversight, business consulting, advisory marketing and professional coaching to help advisors. Integrated Financial Group’s 80+ advisor members own businesses across ten states totaling over $2.2 billion in brokerage and advisory assets through LPL Financial and over $1.4 billion in assets under management through its separate registered investment advisor (RIA), IFG Advisory, LLC as of 3/1/19.
  •  
  • 2019 marks IFG’s 16th consecutive year as one of *Atlanta’s Top 25 Financial Planning and Advisory Firms, and the 5th consecutive year as an **Atlanta Journal-Constitution Top Small Workplace.
  •  
  • *Based on assets under advisement since 2004, Atlanta Business Chronicle.
  • **Integrated Financial Group was recognized as a Top Workplace based solely on
  • surveys about the workplace completed by their employees.
  •  

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.

Rebekah Clough

Director of Client Services

EDUCATION/CERTIFICATION
BS, Georgia State University
Certificate of Accounting, Gwinnett Technical College

  • ABOUT
  • 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.
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  • Rebekah and her husband, Patrick, were married in 1991 and have three children. They are active in their church’s small group ministry. Rebekah loves the outdoors and cycling.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, Healy Wealth Management, and Integrated Financial Group are separate entities from LPL Financial. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, CA, DC, GA, KY, MD, MO, NJ, PA, SC, TX, and WA.

IFG Relationship SummaryView this firm's Relationship Summary

© 2020 Healy Wealth Management
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