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Kathy Waters

Senior Financial Advisor

HometownManhasset, NY
Favorite Book or MovieGrowing Up | Forrest Gump
Ideal Dinner GuestBill Gates, Oprah Winfrey, and Warren Buffett
Words to Live ByDo what you can to treat others with kindness and respect. Each one of us has the power to be the change we want to see in the world, making the world a better place.
Qualities I Admire in PeopleHonesty, integrity, and humility

Financial Advisors

Kathy is a wealth management advisor who works out of the Lake Success, NY office.

Kathy became part of CAPTRUST in 2018 when FCE Group joined CAPTRUST. She serves as a senior financial advisor and possesses extensive experience in financial planning, client service, business development, and operations, and has a history of maintaining client relationships over the long term and getting to know clients in depth.

Prior to joining FCE Group in 2007, she was the business manager for a large surgical practice at NYU Medical Center for 22 years. She also spent six years managing the assets and real estate holdings of a high net worth family.

Education

Associate Degree in business administration from Nassau Community College
Bachelor of Science in financial management from the State University of New York at Empire College