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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Kate Healy
CEO & Founder at AdvoKate IQ, LLC
Speaker

Profile

Kate Healy is a financial services industry executive and NextGen advocate, purposefully building brands. She is CEO and Founder of AdvoKate IQ, LLC, a consultancy firm designed to help wealth management create growth strategies to take advantage of demographic changes affecting workforce and client acquisition.

Healy is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession. Wealthmanagement.com named her to the 2018 “Ten to Watch” list. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people. Healy was named to InvestmentNews' inaugural "Women to Watch" in 2015. Additionally, she was TD Ameritrade's 2014 Impact Award winner for Leadership in Diversity and Inclusiveness.

She is past board chair of the Foundation for Financial Planning and clerk of the Invest in Others board. Kate supported the CFP Board's Women's Initiative (WIN) Council, the Center for Financial Planning's Advisory Council, and the Center’s Diversity Advisory Board. She was formerly managing director for TD Ameritrade Institutional, leading marketing and Generation Next.

Healy is a frequent contributor to industry publications and podcasts, including Barron’s: The Way Forward, WealthManagement.com, and InvestmentNews, and is a repeat speaker at industry events including FPA, NAPFA, InvestmentNews, FA Magazine, and TD Ameritrade’s LINC national conference. Healy holds a Bachelor of Arts in Economics from Rutgers College.