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  • With CAPTRUST Since 2018
  • 516.487.8220
  • 3 Dakota Drive, #310 Lake Success, NY 11042

Kathy Waters

Kathy Waters

Vice President,
Financial Advisor

  • Manhasset, NY
  • Growing Up | Forrest Gump
  • Bill Gates, Oprah Winfrey, and Warren Buffett
  • Do what you can to treat others with kindness and respect. Each one of us has the power to be the change we want to see in the world, making the world a better place.
  • Honesty, integrity, and humility

Financial Advisors

Kathy is a wealth management advisor who works out of the Lake Success, NY office.

Kathy became part of CAPTRUST in 2018 when FCE Group joined CAPTRUST. She serves as a financial advisor and possesses extensive experience in financial planning, client service, business development, and operations, and has a history of maintaining client relationships over the long term and getting to know clients in depth.

Prior to joining FCE Group in 2007, she was the business manager for a large surgical practice at NYU Medical Center for 22 years. She also spent six years managing the assets and real estate holdings of a high net worth family.

Education

  • Associate Degree in business administration from Nassau Community College
  • Bachelor of Science in financial management from the State University of New York at Empire College