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Kathleen Le Mons

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Kathleen Le Mons

Financial Advisor | Wells Fargo Advisors

Hampton Roads, Virginia Metropolitan Area United States, United States

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Kathleen Le Mons

Summary

Kathleen Le Mons is a seasoned Financial Advisor and Senior Vice President-Investment Officer at Wells Fargo Advisors, specializing in wealth management and estate planning for high net worth individuals. With over three decades of experience in the Hampton Roads area, she combines her financial acumen with a deep commitment to community service, having actively participated in various local organizations and initiatives. Kathleen's educational background includes an MBA from the College of William and Mary and a distinguished BSBA from Christopher Newport University. She is passionate about education and literacy, volunteering her time to teach adults to read. Her leadership roles in the Oyster Point Kiwanis Club and the Virginia Peninsula Estate Planning Council reflect her dedication to both her profession and her community. In her spare time, she enjoys boating and outdoor activities with her family, showcasing her love for nature. Kathleen's approach to financial advising is holistic and client-focused, ensuring her clients achieve their financial goals while also giving back to the community.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Kathleen Le Mons

Work Experience

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Financial Advisor at

Merrill Lynch

January 1985 - December 1988

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Resident Branch Manager at

Wells Fargo Advisors

February 2005 - July 2007

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Financial Advisor I Senior Vice President-Investment Officer at

Wells Fargo Advisors

December 1988 - Present

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Adjunct Faculty, Department of Accounting and Finance at

Christopher Newport University

January 2018 - Present

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Kathleen Le Mons

Education

Wharton School, CRCP, FINRA Institute

January 2005 - January 2007

Christopher Newport University, BSBA magna cum laude, Business Administration and Management, General

The College of William and Mary - The Mason School of Business, MBA, Concentration in Finance

January 1995 - January 1998

Frequently Asked Questions about Kathleen Le Mons

What is Kathleen Le Mons email address?

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

What company does Kathleen Le Mons work for?

Kathleen Le Mons is a Financial Advisor at Wells Fargo Advisors.

Where Kathleen Le Mons graduated from?

Kathleen Le Mons holds a degree in null from Wharton School.

How can I directly contact Kathleen Le Mons?

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

Who is Kathleen Le Mons?

Kathleen Le Mons is a seasoned Financial Advisor and Senior Vice President-Investment Officer at Wells Fargo Advisors, specializing in wealth management and estate planning for high net worth individuals. With over three decades of experience in the Hampton Roads area, she combines her financial acumen with a deep commitment to community service, having actively participated in various local organizations and initiatives. Kathleen's educational background includes an MBA from the College of William and Mary and a distinguished BSBA from Christopher Newport University. She is passionate about education and literacy, volunteering her time to teach adults to read. Her leadership roles in the Oyster Point Kiwanis Club and the Virginia Peninsula Estate Planning Council reflect her dedication to both her profession and her community. In her spare time, she enjoys boating and outdoor activities with her family, showcasing her love for nature. Kathleen's approach to financial advising is holistic and client-focused, ensuring her clients achieve their financial goals while also giving back to the community.

Kathleen`s contact details

mail

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

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

Colleagues

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Harold Weber

First Vice President

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Harry Hendricks

Senior Financial Consultant

Haynes Huffard

Sales Representative

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Heather Mudgett

Registered Sales Assistant

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Helen Irungu

Registered Representative, District Manager

Mark Pignotti

Senior Vice-President

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Mark R Waltersheide

Trust Investment Officer

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Mark Saroka

Financial Advisor

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Mark Schaaf

Financial Advisor, Managing Director-Investments

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Mark Schlig

Vice Presidents, Investments

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