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      First Command Financial Advisor - Kat Holmes

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      Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants

      179 Gasoline Aly Ste 209, Mooresville, NC 28117

      704-799-2661

      CLOSED NOW: 
      Today: 8:00 am - 5:00 pm
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      General Info
      Katherine Holmes joined First Command Financial Services as a Financial Advisor in June 2014. As a military spouse, she understands the unique situations and circumstances that place pressure on military families and is committed to helping them discover the confidence and peace of mind that come from financial security. A graduate of The College of William & Mary with a Bachelor's degree in Business, Katherine holds Series 7 securities license plus life and health insurance licenses in Hawaii. Understanding that the biggest obstacle to financial security for most people is their own behavior, Katherine serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. She advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Katherine will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals. In her free time, Katherine enjoys reading, basketball, and hiking. First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company's Mission of Coaching those who serve in their pursuit of financial security.
      Extra Phones

      Fax: 910-860-2233

      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers
      Other Link

      https://advisor.firstcommand.com/us/nc/mooresville/kholmes

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