Kathleen Clark

Raised as one of four children in a teacher’s family, Kathleen was taught the value of service from a young age. Today, she brings nearly three decades of Client Service experience to CarriageGate Wealth Management, including several years with a major insurance company. Her exceptional sense of caring for our clients’ well-being is reflected in her work daily.

Typically in attendance at meetings, Kathleen pays particular attention to client preferences and expectations to ensure that CarriageGate Wealth Management delivers an enhanced advisory experience time after time.

Through industry conferences, local training sessions and self-study, she actively maintains her knowledge of wealth management strategies and trends.

Behind the scenes, Kathleen assists with research, account monitoring and review meeting preparation. In addition, she manages office operations and serves as the first responder to service requests. 

Having had a father stricken by Alzheimer's Disease, Kathleen supports research to find a cure for this horrible condition.

Kathleen Clark resides in Trinity, FL and enjoys cooking, reading, traveling and spending time with her family and friends.