LPL Financial - Kathryn Lancaster

I use the biographer's approach with clients to learn about their values and goals to tailor their financial strategies, then I partner with my clients to stay on track.  The financial plan we create together honors their values, purposes and interests.

I hold the following qualifications: 

FINRA Series 7 and 66. 

Florida Life, Health, Accident and Annuities Insurance Licensed

Member Florida Bar

Juris Doctorate - Stetson College of Law

Bachelor of Arts - the University of South Florida

Associate of Arts - St. Petersburg College