Priority Financial Group
Kate Anderson is an accomplished marketing professional with extensive experience in the financial services sector. Currently serving as the Marketing Director at Priority Financial Group since April 2023, Kate previously held various leadership roles at Simplicity Group, including Director of Marketing and Sales Support, as well as Director of Advisor Marketing from September 2019 to April 2023. Kate's earlier experience includes positions as Marketing Manager and Marketing Analyst at Simplicity Financial Marketing, and Marketing Development Specialist at Lincoln Heritage Life Insurance Company® from 2010 to 2017. Kate holds a Bachelor's degree in English/Communication from Southern Illinois University, Carbondale, earned between 2006 and 2009.
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Priority Financial Group
Priority Financial Group (PFG) empowers financial advisors and credit unions to deliver high quality financial planning and advice. PFG Advisors (PFGA), the affiliated hybrid RIA, provides advisors with a choice of affiliation options and access to Charles Schwab, TD Ameritrade, fintech and other trading platforms. We have offices throughout Arizona, California, New Mexico, Oregon and Texas, and have been servicing the financial planning and financial institution industries for over 20 years. We provide comprehensive compliance oversight, program management and a sales management system that enable our clients to achieve their goals. Specialties: Executive level leadership and developing new business opportunities through innovation and collaboration. Building client friendly wealth management programs for Financial Institutions; Helping Financial Advisors reach their personal and professional goals. We connect quality Advisors with quality Financial Institutions. Please see www.pfgteam.com for additional information and disclosures. Third-party comments may not be representative of all client experiences.