About
With over 20 years of experience in the financial services industry, Kathryn Genovese focuses on addressing clients’ financial concerns and developing strategies tailored to their unique needs. With extensive experience throughout major market shifts, she has dedicated her career to delivering personalized investment planning services her clients deserve. Kathryn’s mission is to develop a relationship with each client that allows them to feel confident in creating solutions that support their life goals and financial decisions.
Kathryn began her career at Fleet Investment Securities and held positions at Quick & Reilly, Merrill Lynch, and LPL Financial LLC. Before joining Janney, she was a Private Client Financial Advisor at Citizens Securities, Inc.
Kathryn attended the University of Rhode Island and continued her financial education by obtaining the Certified Retirement Counselor® (CRC®) designation. With this certification, she is well-versed in assisting clients with retirement planning, retirement income management and other financial services. Additionally, Kathryn holds her Series 6, Series 53, Series 26 and Series 7 licenses and licenses for Life and Health Insurance.
Kathryn and her husband, Jamie, reside in Old Saybrook with their two daughters, Alexandra and Charlotte, and their Labrador retriever, Mulligan. Outside the office, Kathryn enjoys skiing, yoga, walking Mulligan, reading by the beach, and watching her children play lacrosse.
Janney Montgomery Scott LLC is a leading financial services firm dedicated to providing personalized financial and investment advice to help clients achieve their goals.
