AVZ Appoints Katherine M. Connors to Partner of AVZ Financial ServicesTuesday, January 01, 2008
Hauppauge, NY–Albrecht, Viggiano, Zureck & Company, P.C. (AVZ), Long Island’s premier certified public accounting firm, is pleased to announce that Katherine M. Connors has been appointed to Partner of AVZ Financial Services.
Mrs. Connors has more than 15 years of professional experience in financial planning. She received her Certified Financial Planner designation in 1996 and has earned several securities licenses (Series 7,24,63,65) as well as her New York State Life and Health insurance licenses. She is also a member of the Financial Planning Association (FPA). Katie also serves as AVZ Financial Services’ Chief Compliance Officer. AVZ Financial Services, LLC is an SEC registered investment advisory firm.
Katie began her financial planning career with Legg Mason, Inc., a regional brokerage firm in Baltimore, Maryland. At Legg Mason, she helped develop their financial planning and asset allocation programs. Prior to AVZ, Mrs. Connors was the Manager of Financial Planning for Chase Investment Services, Inc., a wholly-owned subsidiary of JP Morgan Chase. She joined AVZ Financial Services, LLC in May 1999.
Mrs. Connors expertise involves investment planning and asset management. She is responsible for managing client assets as well as providing other financial planning services such as retirement and estate planning, employee benefit plans, and risk management.
Katie received her Bachelor of Business Administration degree with a concentration in Finance from Loyola College in Maryland.
Mrs. Connors is licensed to sell securities in Arizona, California, Connecticut, Florida, Illinois, Maryland, Maine, Massachusetts, New Jersey, North Carolina, Ohio, Pennsylvania, Texas and Virginia
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