Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
23 years
Location
Dover, DE 19901
Merrill
Institution
Kathleen Hawkins is a Wealth Management Advisor at Merrill Lynch Wealth Management. With a career in financial services dating back to 1998, she specializes in developing long-term relationships with clients to help them navigate investment needs through various life changes. Her expertise includes financial strategies focused on wealth accumulation, funding education, retirement planning, philanthropic support, and intergenerational asset transfer.
Kathleen holds a Bachelor of Science in finance from the University of Delaware and a Master of Business Administration from Drexel University. She carries professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Before joining Merrill Lynch in 2004, she gained experience at JP Morgan and served as Executive Director of the Eastern Pennsylvania and Peninsula-Delaware United Methodist Foundation.
She is involved in several non-profit organizations such as the Cen-Del Foundation and serves as a Trustee of the University of Delaware. Kathleen lives in Smyrna, Delaware with her husband and son. Outside of work, she enjoys cooking, gardening, and spending time with her family.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Dover, DE Kings Hwy
55 Kings Hwy
Dover DE 19901
Advisors at this office
11
Delaware · Texas
23 years of industry experience
Bank of America, N.A.
2011 - Present • 15 years
Dover, DE
Merrill
2004 - Present • 22 years
Dover, DE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 65
Dover, DE
Big Investment Services
Daniel Venable is a Series 65-credentialed advisor with two years of industry experience. He is currently with Big Investment Services and previously worked at Boothe Investment Group, Inc. Outside of financial services, he has experience at Beracah Homes, Inc. and Enterprise Rent-A-Car. Big Investment Services provides discretionary investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a tactical index investment approach using index mutual funds, ETFs, and select individual equities, and offers distinctive services such as a wrap-fee program and third-party securities class-action claim monitoring.
CFP®
Dover, DE
CSG Financial
Steve has always felt that his role as an advisor should exclusively be to serve those who have put their trust in him and to do it to the best of his abilities, by any means necessary. So, he decided to take a step that many advisors are increasingly considering: 1. Transitioning to a fee-only model. 2. Requiring that all clients are always served in a fiduciary capacity. 3. Taking ownership and control of his practice. He believes this approach realigns his incentives with his clients' best interests and empowers him to develop financial plans free from undue influence. In his free time, Steve also serves on the board of the Societa Da Vinci, a local non-profit focused on providing educational grants and supporting cultural events around Italian heritage. Steve is also an avid traveler and hiker. One of his life’s goals is to visit all 63 US national parks among various other outdoor adventures like shark diving.
Series 65
Dover, DE
Big Investment Services
Anna Hibbitt is a Series 65 credentialed financial advisor at Big Investment Services with four years of industry experience. She previously held multiple roles at Boothe Investment Group, Inc. Outside of advising, she is a partner at Excel Bookkeeping, a nonprofit organization providing consulting, training, bookkeeping, and grant writing services. Big Investment Services offers discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $425 million and employs a tactical index investment approach that integrates fundamental, technical, and cyclical analysis to adjust portfolios within client risk tolerances.
Series 63, Series 65
Dover, DE
CSG Financial
Zachary Stone is a financial advisor at CSG Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Diamond State Financial Group, Securian Financial Services, and Cetera Advisor Networks. CSG Financial is a fee-only registered investment adviser serving individual clients, including high-net-worth individuals, and employer plan sponsors. The firm provides discretionary investment management and financial planning, using a combination of passive and active strategies tailored to client needs.
CFP®, Series 66
Dover, DE
CSG Financial
Shane Galante is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at CSG Financial. Prior to joining CSG Financial, he held positions at Cetera Advisor Networks LLC and Diamond State Financial Group. In addition to his financial advisory work, Mr. Galante is a registered nurse at a mental health clinic. CSG Financial provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, and employer plan sponsors. The firm employs a blend of passive and active strategies, offers alternative investment options including cryptocurrency, and serves a range of clients through a small team of three advisors.
Series 63, Series 65
Dover, DE
Big Investment Services
David Boothe is a financial advisor at Big Investment Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining Boothe Investment Group Inc. His outside business activity includes a partnership in DL FIVE LLC. Big Investment Services offers discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a tactical index investment approach and sponsors a wrap-fee program that combines advisory services with most transaction costs.
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