Knowledge, experience, leadership And the confidence to pursue your goals
With over 13 years' experience in financial services, Kleo has helped clients successfully meet their financial goals through volatile markets. Having wealth can create complex needs. With an expertise in financial planning, she draws on this experience to build customized portfolios based on a client's financial goals. Kleo grew up in Michigan where she is a graduate of Adrian College with a degree in Political Science. She lives in Loudoun County with Len, her husband of 9 years. In her spare time she enjoys reading Civil War history.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
District of Columbia |
November 2015 - Present |
UBS Financial Services Inc. |
Wealth Strategy Associate |
Virginia |
March 2013 - November 2015 |
UBS Financial Services Inc |
Senior Registered Client Service Associate |
Virginia |
November 2008 - March 2013 |
Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WV