Katey began her career in 1995 as a Shareholder Account Representative with American Funds Service Center. Before joining Davenport in December 2004, she worked as a Sales Assistant with D. Barry Iacono & Associates where she was responsible for managing various client services and reports.
Katey is Series 7 and 66 registered with FINRA. In her role as a Client Service Associate, she is responsible for overseeing the group’s client relationships and operations.