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Kate Healy
NextGen Growth Builder
Kate Healy is the CEO and Founder of AdvoKate IQ, LLC, a company established in July 2023 that focuses on helping wealth management firms enhance their growth strategies by integrating organic growth with workforce development. She is based in Somerset, New Jersey, and has a rich background in the financial services industry, having held various leadership roles prior to founding her company.
Professional Background
Before founding AdvoKate IQ, Healy served as the Managing Director at the Center for Financial Planning with the CFP Board from September 2022 to June 2023. She also held the position of Managing Director at TD Ameritrade Institutional for several years. Her career spans over three decades, during which she has developed expertise in strategic planning, marketing, and team leadership within the financial sector.
Education
Healy holds a Bachelor of Arts in Economics from Rutgers University and an Executive Certificate from The Wharton School, specifically from the SIFMA Securities Industry Institute.
Achievements and Recognition
Throughout her career, Healy has received several accolades, including:
- Change Maker Award from Savvy Ladies (2019)
- Ten to Watch by WealthManagement.com (2018)
- IA25 New Influencers by Investment Advisor (2016)
- Women to Watch by InvestmentNews (2015)
- Impact Award - Leadership in DEI from TD Ameritrade (2014)
- Recognition in the Wall Street 50 by Irish American Magazine (2016)
Healy is known for her commitment to mentoring and developing talent, and she actively engages in public speaking and industry advocacy.1
Highlights
Closing up a month of community and conferences! ✈️ 🎤 🍽️ ✈️
The best part of what we do is get together to share leading ideas, plan for the future, and get better for our clients.
The even better part is being in the same space with so many incredible people.
I started out in Tucson, at the Financial Planning Association (FPA) #FPARetreat, presenting “Nurturing the Future” on understanding and developing talent to help grow your firm and expand your succession options. So many great discussions, impactful ideas, and Goofy Golf! ⛳️
Headed to the Florida coast 🏝️ for WealthManagement.com #Wealthstack #RIAEdge where I was able to represent FinServ Foundation at the #DEIB Think Tank. And participate in a great Speed #Mentoring event. And attend many fantastic sessions. So many!
Next up, Austin Texas for the #BR360AdvisorSummit where my friend Danny Harvey, MBA and I helped close to 30 FinServ Foundation students navigate industry conferences, learn, and network with many advisors. Thank you Broadridge and Michael Muirhead Jr. for hosting us.
Finally, headed to Chicago to host the InvestmentNews #INWomenAdvisorSummit. What a great day of sharing ideas to better help clients, learning, and meeting new friends. Can’t wait for the next one.
And while here and there and in-between I was blessed to be able to share a few meals with so many #TDAmeritrade friends 💚 💚 💚
I’m ready for June!
📢 Last call 📣 Only 2 days left to register for #TheExternship from Amplified Planning.
The Externship is 💯 virtual and asynchronous. That means you can take part from any part of the world, at any time of the day.
If you are looking to start or advance your career in #financialplanning then this is for you.
$350 is a steal. And you will receive 500 CFP Standard Pathway Experience Hours 🤯
The best 8 weeks you will spend this summer.
Hurry and sign up 👇🏻
