Calm, confident and
dedicated to serving you
Kate Philleo
Client Service Associate
Having grown up sharing morning coffee with her father while listening to stock and trade trends on Squawk Box, the career move to Financial Advisor was a natural transition for Kate’s professional career journey. Kate continues her career-long dedication to serving individuals, families, and businesses through Raymond James. She specializes in engaging with each client to identify and understand their unique insights, priorities, and values that can then be translated into a well-rounded investment strategy. She composes financial plans tailored to each client or business through a full spectrum of wealth management services. Whether you are planning for early retirement, your child’s educational expenses, or successful future growth in your company, she strives to instill confidence and surety in every decision to reach your personal and financial goals with efficiency.
Kate was born and raised in Virginia Beach. She graduated from Virginia Tech, where she developed a passion for helping others during her months spent studying water scarcity abroad in South Africa, prompting her to co-found an international non-profit in 2018 that focused on protecting lives by reducing water scarcity and water-borne illnesses through strategic partnerships.
At the height of the pandemic, she redirected her focuses to the local devastation felt by Hampton Roads businesses. By joining The Department of Economic Development in The City of Norfolk, she strived to improve the quality of life for the local community, small businesses and large-scale corporations. She furthered her efforts to improve the Hampton Roads region by joining The Department of Economic Development in The City of Virginia Beach as a Business Development Manager specializing in International Business Attraction. Now with Raymond James, Kate continues her pursuit to serve others through economic challenges.
Kate currently resides in Moyock, North Carolina with Taylor, her fiancé, cat and two dogs. Outside of the office, she enjoys hiking, kayaking, reading and golfing. She is active in a number of local groups including CBDX, a division of the Central Business District Association, The Noblemen, and 5:01 Club.
“Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence.”