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Kathryn N

Series 65

Deale, MD

Wealth Enhancement Advisory Services, LLC

Kathryn Nevin is a Series 65-credentialed financial advisor at Wealth Enhancement Advisory Services, LLC with five years of industry experience. She previously worked at J.W. Cole Advisors, Inc. and Stuart Financial Group for seven years and spent one year at New Day USA. Outside of advising, she serves as a power of attorney and executor for a client. Wealth Enhancement Advisory Services is a large firm managing over $122 billion in assets, offering financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach combining passive and active strategies, overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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