Kate Scholz, MBA
Financial Advisor
MEET WITH KATE! Choose a Suncoast Credit Union service center below to make a virtual or in-person appointment. For additional locations and availability, please call (866) 300-9382. |
ABOUT
With a background in financial services dating back to 2013, I have guided individuals, families, and business owners to build, preserve, and transfer wealth. My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards success. As your partner, we will work together to understand your specific short and long-term goals to create a customized financial roadmap.
QUALIFICATIONS
- Financial Professional, Edward Jones (2013) (2024-2026)
- Registered Representative, Mass Mutual (2021-2022)
- Investment Counselor, Fisher Investments (2020)
- Holds FINRA Series 7 and 66 securities licenses with LPL Financial
- Holds Florida life & health insurance licenses
EDUCATION
Earned a degree in Mass Communications from the University of South Florida in Tampa and graduated with honors from Oklahoma City University with a Master of Business Administration (MBA).
PERSONAL
Resides in Tampa with spouse, Steve, an engineer in the aerospace industry. Together, they have four children: Jennifer, Trey, Luke, and Sydney. Having grown up in St. Pete, maintains close ties to the local community. In free time, enjoys fitness classes, yoga, walking, swimming, interior decorating, reading, and cooking.