Kathleen McGrath

Principal, W3 Wealth Management, LLC at W3 Financial Group, LLC

Kathleen McGrath has a diverse background in the financial industry, starting from their role as a Lending Officer at Key Corporate & Commercial Bank to becoming a Principal at W3 Wealth Management, LLC. With experience at companies like McDonald Investments and Wells Fargo Advisors, Kathleen offers comprehensive wealth advisory services to individuals and families. McGrath holds a Bachelor of Science in Business Administration from Baldwin Wallace University.

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Timeline

  • Principal, W3 Wealth Management, LLC

    August, 2020 - present