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