Invest in Others Clerk & Board Member
Joined January 2015
Kate Healy is a financial services industry Marketing executive and NextGen advocate, purposefully building brands.
Healy is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession. Wealthmanagement.com named her to the 2018 “Ten to Watch” list. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people. Healy was named to InvestmentNews’ inaugural “Women to Watch” in 2015. Additionally, she was TD Ameritrade’s 2014 Impact Award winner for Diversity and Inclusiveness.
She is the 2021-2022 board chair for the Foundation for Financial Planning and clerk of the Invest in Others board. Kate also is a founding member of the CFP Board’s Women’s Initiative (WIN) Council, the Center for Financial Planning’s Advisory Council, and the Center’s Diversity Advisory Board. She was formerly managing director for TD Ameritrade Institutional, leading marketing and Generation Next.
Healy is a frequent contributor to industry publications and podcasts, including Barron’s: The Way Forward, WealthManagement.com, and InvestmentNews, and is a repeat speaker at industry events including FPA, NAPFA, FA Magazine, Barron’s and TD Ameritrade’s LINC national conference.
Healy holds a Bachelor of Arts in Economics from Rutgers College.