Kate began her career in the financial services industry when she joined Equitable in 2005.
She offers progressive, efficient, and creative approaches in assisting clients and their families prepare for the future. Through her tenure, Kate has helped small business clients design insurance and investment programs based off their corporate situations.
In her role at The Rockland Group - Wealth Management, LLC, Kate has developed the belief that a firm cannot succeed and grow without building cohesion between the firm and the clients and community it serves. She brings this mindset, experience, and expertise as Director of Operations to The Rockland Group - Wealth Managment, a full service firm with emphasis on the client’s future growth.
In addition to being a graduate of Delaware Valley University with a Bachelor of Science Degree in Business Management, she also holds FINRA Registrations for the Series 7 and 63 along with Life and Health Insurance Licenses in many states.
Kate and her husband live in the Cherry Valley where they actively share their love of the outdoors with their two shelter dogs.
Kate King provides administrative support services only