Kathleen Kenealy, CFP®Managing Director & Senior Wealth Advisor Private Client Group Wealth Management & Trust New England
Kathleen Kenealy specializes in working with successful individuals and families to manage and protect their assets. She is committed to delivering individualized, fully integrated, financial solutions that aim to solve personal challenges and provide security and peace of mind. As a Senior Wealth Advisor, Kathleen works closely with her BPW colleagues and her clients’ external advisors to provide thoughtful advice and guidance on investment, retirement, philanthropic, estate, and tax planning strategies.
Kathleen has nearly 15 years of experience in wealth planning and advisory services. She began her career as a Financial Planning Consultant with Pillar Financial Advisors, and most recently she worked as a Wealth Advisor with Peak Financial Management where she was responsible for financial planning and strategy development for her clients.
Kathleen Kenealy graduated from Babson College with a Bachelor of Science in Finance. She also holds the CERTIFIED FINANCIAL PLANNERTM professional designation. Kathleen is actively involved in philanthropic activities and has served as President of the Red Cross of Massachusetts’ Young Professionals Council for the last two years. Kathleen was recognized by Investment News as a 2018 "40 Under 40" Honoree. Winners were selected from a pool of almost 1,000 nominees from across the country based on their level of accomplishment, contribution to the financial advice industry, leadership and promise.