About Kathy

Kathy Tweed is a Senior Client Associate with J.P. Morgan Wealth Management.

As a member of Portia Culley's Team, she provides operational and customer service support for high-net-worth individuals and families. Kathy's responsibilities include executing trades, fund transfers, Ira distributions, addressing inquiries & wire transfers++.++ She works diligently to deliver an excellent customer experience.

Kathy graduated from Queens College, C.U.N.Y. with a B.A. in Psychology. With 30 years of experience in financial services, she began her career in 1996 at Williams Securities Group as an Administrative Assistant in Corporate Finance. Kathy then moved to Robert W. Baird & Co, Banc Of America Investment Services & Wells Fargo Advisors where she acquired skills to carefully address individual clients' needs. Kathy joined J.P. Morgan in April 2022.

She holds FINRA Series 7, 63, 66, Life, Health & Variable annuity licenses.

Kathy lives in West Palm Beach, Florida. She enjoys spending time with family and friends. She enjoys outside water activities and traveling.

Insights

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