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Aams Kathleen Le Mons

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Aams Kathleen Le Mons

Adjunct Faculty, Department of Accounting and Finance | Wells Fargo Advisors

Newport News, Virginia, United States

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Aams Kathleen Le Mons

Summary

Aams Kathleen Le Mons is a seasoned Financial Advisor and Senior Vice President-Investment Officer at Wells Fargo Advisors, specializing in customized investment advice for high net worth individuals. With a career spanning over three decades, she has a deep understanding of retirement income planning and inter-generational wealth transfers. Kathleen is not just a financial expert; she is also dedicated to community service, having taught adults to read and served in leadership roles at local organizations. Her passion for the arts is reflected in her support for various cultural institutions in Virginia. She leads the Le Mons Wealth Management Group, managing over $100 million in client assets. Kathleen's commitment to education and literacy showcases her belief in giving back to the community. Outside of work, she enjoys outdoor activities with her family, including boating and bicycling. Her extensive experience in both the finance sector and community engagement sets her apart in her field.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Aams Kathleen Le Mons

Work Experience

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Adjunct Faculty, Department of Accounting and Finance at

Christopher Newport University

January 2018 - Present

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Financial Advisor I Senior Vice President-Investment Officer at

Wells Fargo Advisors

December 1988 - Present

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Resident Branch Manager at

Wells Fargo Advisors

February 2005 - July 2007

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Financial Advisor at

Merrill Lynch

January 1985 - December 1988

Aams Kathleen Le Mons

Education

Wharton School, Crcp

January 2005 - January 2007

Christopher Newport University, Bsba Magna Cum Laude

Frequently Asked Questions about Aams Kathleen Le Mons

What is Aams Kathleen Le Mons email address?

Aams Kathleen Le Mons's primary email address is ***************@cnu.edu. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Aams Kathleen Le Mons work for?

Aams Kathleen Le Mons is a Adjunct Faculty, Department of Accounting and Finance at Wells Fargo Advisors, a company specializing in Functions related to depository banking.

Where Aams Kathleen Le Mons graduated from?

Aams Kathleen Le Mons holds a degree in Finra Institute from Wharton School.

How can I directly contact Aams Kathleen Le Mons?

To contact Aams Kathleen Le Mons directly, you can use the email address ***************@cnu.edu. Complete contact information is available upon registration with Muraena.

Who is Aams Kathleen Le Mons?

Aams Kathleen Le Mons is a seasoned Financial Advisor and Senior Vice President-Investment Officer at Wells Fargo Advisors, specializing in customized investment advice for high net worth individuals. With a career spanning over three decades, she has a deep understanding of retirement income planning and inter-generational wealth transfers. Kathleen is not just a financial expert; she is also dedicated to community service, having taught adults to read and served in leadership roles at local organizations. Her passion for the arts is reflected in her support for various cultural institutions in Virginia. She leads the Le Mons Wealth Management Group, managing over $100 million in client assets. Kathleen's commitment to education and literacy showcases her belief in giving back to the community. Outside of work, she enjoys outdoor activities with her family, including boating and bicycling. Her extensive experience in both the finance sector and community engagement sets her apart in her field.

Aams`s contact details

mail

***************@cnu.edu

***************@wellsfargoadvisors.com

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