EDUCATION/CERTIFICATION/AWARDS

2024 Best-In-State Wealth Advisors
Ranking – Atlanta High Net Worth Advisors
2024 Top Women Wealth Advisors
Ranking – Georgia
CERTIFIED FINANCIAL PLANNER™,
University of Georgia – Terry College of Business
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.