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Callywood Live with Kathleen Grace

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Kathleen Grace:

CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, Certified Investment Management Analyst (CIMA®) is Principal and Co-Founder of Excelsior Capital Advisors, LLC, a division of United Capital Financial Advisers. Ms. Grace advises affluent families, former Fortune 500 executives, entrepreneurs, and institutions throughout the country on all facets of financial and estate planning, helping them chart a financial course for lifetime wealth creation. With over twenty years of extensive experience, Ms. Grace began her career working with Commodity Futures at the Chicago Board of Trade. Ms. Grace has also held executive positions with RSM McGladrey, Inc., Capital Planning Group, Merrill Lynch Private Client Group, and Citigroup.

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