Kathy Duckworth has spent well north of ten thousand hours navigating the labyrinth of rules, paperwork and regulations associated with working in the personal finance industry. Combine this with a heart for working with clients and an inherent knack for helping them solve whatever issue they may have, it’s great to have Kathy as the primary point of contact for the firm. “We have great clients. I love chatting with them and hearing about their families, their trips and their pets.”
Kathy began her career in the financial services industry in 1997. She joined A.G. Edwards in 2003 and also worked for Wachovia Securities, Wells Fargo Advisors and Raymond James. Ms. Duckworth is in charge of the firm’s operational area and takes a disciplined, strategic approach to its management to ensure the business functions smoothly.
Originally, Kathy is from Staunton, Virginia grew up in a lively and loving home filled with three sisters and three brothers. Her academic endeavors took her to Harrisonburg, Virginia, where she attended James Madison University and received a Bachelor of Science degree.
Early parts of her career included not only working in restaurants but a try at owning one. These lessons became the building block of her client focused approach. Alex says, “Customer service is her thing. Her wisdom. Some people have and she has it in spades.”
Today, Kathy lives in Raleigh. She loves time at the beach with family and friends, digging into a great book and travel. Her beloved dog has come to expect a Ritz Carlton customer experience at home. “Morgan is a bit of a Havanese Prince. After a good stretch he will allow me to come and rub his ears. It’s always a great way to end a day.”
Send Kathy a picture of your dog to [email protected]
We believe a client relationship is an on-going conversation
We believe in concise performance reports and clearly stated fees
We believe accountability and responsiveness are the core of great service
Olde Raleigh Financial Group
3110 Edwards Mill Road, Suite 340,
Raleigh, NC 27612
Mon-Fri 8am to 4:30pm
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Advisory Services offered through Olde Raleigh Financial Group, a Member of Advisory Services Network, LLC. Website: http://advservnet.com Phone: 770.352.0449. Securities offered through Calton & Associates, Inc., Member FINRA/SIPC. 2701 North Rocky Point Drive, Tampa, FL 33607. Advisory Services Network, LLC and Calton & Associates, Inc. are separate and unrelated entities.
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