Kathleen McDermott is a Series 65 licensed financial advisor with 20 years of industry experience. She has been with McDermott Investment Advisors, LLC since 2005. McDermott Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately 700 accounts and $211 million in assets. The firm uses both proprietary and third-party model portfolios and employs sub-advisers for trading, reporting, and back-office support.

David Mc Dermott is a Series 65-registered financial advisor with McDermott Investment Advisors, LLC in Naples, FL. He has three years of industry experience and has been with McDermott Investment Advisors since 2021. His background also includes work at McDermott Investment Services, LLC since 2016 and ongoing studies since 2008. McDermott Investment Advisors is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $203 million using firm-developed models, third-party portfolios, and both fundamental and technical analysis across a range of investment vehicles.