O U R  A S S O C I A T E S

Kathleen Wilson

Senior Operations Manager

“Attitude is the little thing that makes a big difference.”
– Winston Churchill

Meet Kathleen

Kathleen Wilson, Senior Operations Manager, has worked in the Financial Services Industry for 23 years. During her career she has worked as a compliance manager where she assisted in supervising up to 52 support staff, reviewing account activity, training, and problem solving all while focusing on efficiency. 

Kathleen holds the FINRA Securities Registrations 7, 66, 9, 10, 23 and AZ Insurance License. Kathleen strives to provide exceptional client service and is responsible for all operational items with Pathlight Advisors, including trading, account reconciliation, scheduling and transferring assets.

Kathleen loves cooking and staying active. She and her husband Dale are originally from the Pacific Northwest and have enjoyed living in Arizona for the past 24 years. They stay busy with their two children and many outdoor activities including hiking, camping and sports.
Securities Registered in the following states: AZ, CA, CO HI, IA, IL IN, LA, MA, MI, NC, NJ, NM, NY, OR, TX, VA, WA