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Kathleen Le Mons
Kathleen Le Mons
Financial Advisor | Wells Fargo Advisors
Hampton Roads, Virginia Metropolitan Area United States, United States
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.
Kathleen Le Mons
Work Experience
Financial Advisor at
Merrill Lynch
January 1985 - December 1988
Resident Branch Manager at
Wells Fargo Advisors
February 2005 - July 2007
Financial Advisor I Senior Vice President-Investment Officer at
Wells Fargo Advisors
December 1988 - Present
Adjunct Faculty, Department of Accounting and Finance at
Christopher Newport University
January 2018 - Present
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
***************@wellsfargoadvisors.com
***************@cnu.edu
Colleagues
First Vice President
Senior Financial Consultant
Sales Representative
Registered Sales Assistant
Registered Representative, District Manager
Senior Vice-President
Trust Investment Officer
Financial Advisor
Financial Advisor, Managing Director-Investments
Vice Presidents, Investments