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    Kate Healy

    NextGen Growth Builder

    Kate Healy is the CEO and Founder of AdvoKate IQ, LLC, a company established in July 2023 that focuses on helping wealth management firms enhance their growth strategies by integrating organic growth with workforce development. She is based in Somerset, New Jersey, and has a rich background in the financial services industry, having held various leadership roles prior to founding her company.

    Professional Background

    Before founding AdvoKate IQ, Healy served as the Managing Director at the Center for Financial Planning with the CFP Board from September 2022 to June 2023. She also held the position of Managing Director at TD Ameritrade Institutional for several years. Her career spans over three decades, during which she has developed expertise in strategic planning, marketing, and team leadership within the financial sector.

    Education

    Healy holds a Bachelor of Arts in Economics from Rutgers University and an Executive Certificate from The Wharton School, specifically from the SIFMA Securities Industry Institute.

    Achievements and Recognition

    Throughout her career, Healy has received several accolades, including:

    • Change Maker Award from Savvy Ladies (2019)
    • Ten to Watch by WealthManagement.com (2018)
    • IA25 New Influencers by Investment Advisor (2016)
    • Women to Watch by InvestmentNews (2015)
    • Impact Award - Leadership in DEI from TD Ameritrade (2014)
    • Recognition in the Wall Street 50 by Irish American Magazine (2016)

    Healy is known for her commitment to mentoring and developing talent, and she actively engages in public speaking and industry advocacy.1

    Related Questions

    What inspired Kate Healy to start AdvoKate IQ, LLC?
    What are some of Kate Healy's most notable achievements in her career?
    How does Kate Healy approach mentoring and team development?
    What is Kate Healy's strategy for NextGen growth in wealth management?
    What awards has Kate Healy received for her contributions to the financial industry?
    Kate Healy
    Kate Healy, photo 1
    Kate Healy, photo 2
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    Experience

    CEO & Founder at AdvoKate IQ, LLC since July 2023
    Managing Director at CFP Board from September 2022 to June 2023, Managing Director at TD Ameritrade Institutional from July 2012 to January 2021

    Education

    Bachelor of Arts, Economics from Rutgers, The State University of New Jersey-New Brunswick (1982 - 1986); Executive Certificate from The Wharton School, SIFMA Securities Industry Institute

    Location

    Somerset, New Jersey, United States