Kathryn Winfree's Professional Contact Details

HQ
+1 804-379-0316
Location
Richmond, Virginia

Kathryn Winfree's Current Company Details

As a financial advisor who is passionate about helping others achieve financial independence, Ray Olson takes an individualized & customized approach to each client. He combines old-fashioned value with the eff...
As a financial advisor who is passionate about helping others achieve financial independence, Ray Olson takes an individualized & customized approach to each client. He combines old-fashioned value with the efficiency & quality today's investors expect. With a focus on investment management, retirement income & wealth management, he stands by his clients, acting as a partner & financial advocate during the length of their retirement, helping them review & adjust their investment portfolio.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ray Olson, LLC is not affiliated with Kestra IS or Kestra AS. www.finra.org and www.sipc.orgThis site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.
retirement income
tax planning
family financial planner
financial consulting
college planning
fee based planning
financial services
management consulting

Kathryn Winfree's Work History and Education

Ray Olson Family Financial Planning
Senior Client Service Associate
2016 - Present
Wells Fargo Advisors
Client Associate
2004 - 2013 • 9 years

Frequently Asked Questions about Kathryn Winfree


What company does Kathryn Winfree work for?

Kathryn Winfree works for Ray Olson Family Financial Planning.

What is Kathryn Winfree's role at Ray Olson Family Financial Planning?

Kathryn Winfree's role at Ray Olson Family Financial Planning is Senior Client Service Associate.

What is Kathryn Winfree's email address?

Kathryn Winfree's email address is k**@rayolson.net.

What is Kathryn Winfree's business email address?

Kathryn Winfree's business email address is k**@rayolson.net.

What is Kathryn Winfree's HQ phone number?

Kathryn Winfree's HQ phone number is +1 804-379-0316.

What industry does Kathryn Winfree work in?

Kathryn Winfree works in the Financial Services industry.

Who are Kathryn Winfree's colleagues?

Kathryn Winfree's colleagues are Ray Olson, Cooper Casillas and Cammie Olson.
Owner/President/Financial Professional at Ray Olson, LLC
Wealth Advisor & Director of Next Generation Planning
Vice President and Co-Owner, Ray Olson, LLC

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