Kate Healy, CRPS®
Retirement Plan Manager, TCC, Client Service Associate, RJFS
- Email: Kate.Healy@RaymondJames.com
Biography
Licenses and Certifications:
Chartered Retirement Plans SpecialistSM Designee
Kate joined The Commerce Company in 2017 and works with our 401(k) clients. In addition to guiding participants through forms, transactions, and any questions they may have, Kate also uses her creativity to put together our two regularly-published newsletters and enjoys getting out of the office to meet participants face to face at benefit fairs.
Kate earned her Bachelor of Science degree in Business Administration from Oregon State University, where she was also captain of the women’s volleyball team. Before joining The Commerce Company, she worked as an administrative assistant in the healthcare industry.
She spends her free time with her family and dog. She enjoys sports, spending time outdoors, reading, and traveling.