Kathleen LoBello
I began my career in finance working on Wall Street in early 2001. From the start, I saw how important strong service, trust and personal connections are in this business. Those lessons have stayed with me throughout my career.
I love building client relationships and getting to know people on a personal level. I believe the best client experience starts with listening, being accessible and making sure each person feels supported every step of the way. I take pride in helping clients feel comfortable, cared for and confident that their needs matter.
I bring years of experience to my role, including serving as a senior client service associate at both Wells Fargo Advisors and Morgan Stanley. Those experiences helped shape my approach to client service and gave me a strong foundation in supporting clients with professionalism, attention to detail and genuine care.
Originally from New York, I met my husband, Steve, in Lower Manhattan, which will always hold a special place in my heart. After years in the suburbs of Long Island, we moved to South Carolina and have absolutely loved the change of pace. We now live in Longs with our golden retriever, Guinness. Outside of work, we enjoy spending time at the beach and attending live music events.
