I grew up in a blue-collar family, which taught me a great deal about working hard to achieve financial goals. We didn't have a financial advisor, and I had never considered becoming a financial advisor. But during my first visit to an Edward Jones office, I was struck by a quote from Ted Jones that closed by stating, "...money has never been my God." That statement resonated so deeply with me that I knew I wanted to be a part of this firm.
In 2008, I began my Edward Jones career as a branch office administrator in Lakewood. When I took over the branch as the financial advisor in 2009, I knew I wanted nothing more than to serve and improve the financial lives of my clients, their families and my community. In 2010, I brought on Tina Liuzzo, a lifelong resident of Lakewood and Jamestown, to help me serve my clients. Tina enjoys meeting new people and doing all she can to ensure our clients' needs are met.
Today, I pride myself on really getting to know my clients as individuals. I enjoy learning what's most important to them and their personal priorities. With that knowledge and our tools and resources, we work together to build personalized strategies to achieve their financial goals. I help guide my clients through life's transitions.
Educating my clients and the community is also very important to me. I hold monthly coffee clubs and luncheons in my office, open to the community, as a way to continually educate on current events and important topics. I also volunteer as a guest speaker on financial matters in the community.
I have been active in business and civic affairs since moving to Western New York in 2003 with my family. I have served on Leon's town board and the board of the Chautauqua Blind Association. I am currently serving as a project advisor for Chautauqua County 4-H Market Hog Project. I'm also a member of the Chautauqua County Chamber of Commerce and Jamestown Lion's Club.
I welcome the opportunity to get to know you and your financial goals. Call the office to schedule an introductory appointment and see if it makes sense for us to work together.
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Business Retirement Plans
- New Investors
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Community Outreach
Mailing AddressP O Box 167
Lakewood, NY 14750
Phone NumberKathryn M Colvin at (716) 763-0406
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