Envisioning retirement is your job. Helping you get there is mine. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k), 403(b), etc.), annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals.

I began my career with Edward Jones in 2003. In 2018, I assumed responsibility of the branch office located at 35 East Main St in Georgetown, MA.

A native of Clearwater, FL, I moved to Georgetown in 2015. I live with my significant other, Doug, a lifelong resident of Georgetown. My son, Myles, graduated from Georgetown Middle High School in 2019.

I am a member of the Georgetown Chapters of Business Networking International and the Women's Business League.

I enjoy spending my time cooking, gardening and doing volunteer work at Our Neighbor's Table in Amesbury, MA. I also enjoy spending my time taking long walks in the woods or on the beach with my Black Labrador, Lily.

I value personal relationships based on a deep understanding of my client's unique financial needs. My branch office administrator, Suzanne Cusa, and I strive to serve our clients by treating them as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace. I would like the opportunity to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options, and to see if we are a good fit.

- Connect with me on LinkedIn: linkedin.com/in/kathryneason
- Follow me on Facebook: @ejadvisorkathryneason

Focus areas

  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies

Office Information

Office Address

35 East Main Street Georgetown, MA 01833

Office Hours

Office Hours
Weekday Availability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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