Kathleen Duffy

Kathleen Duffy is a seasoned professional with a diverse background in client services and communication. Currently serving as a Senior Client Services Specialist at Envestnet | MoneyGuide since March 2020, Kathleen provides technical assistance to financial advisors across the nation, demonstrating a consistent track record of effective problem resolution and positive feedback. Previous roles include Client Service Associate and Financial Planning and Services Contractor at BB&T Scott & Stringfellow, as well as various positions in communication and editorial capacities. Educational credentials include a B.A. in Print Journalism from Rowan University, along with additional studies at Franklin University Switzerland and High Point University.