Kathleen Calvert | Client Service Manager

Kathleen Calvert

Kathleen E. Calvert joined Duncker Streett in January of 2021 as a Client Service Manager. She has been in the investment business since 1999, serving as a Customer Service Representative and Financial Representative with Fidelity Investments for ten years. Kathleen moved to St. Louis in 2003 and continued with Fidelity Investments working at their local Investment Center. She took a short break from the business to be with her children in their younger years and returned to work for Merrill Lynch and then Moneta Group as a Client Service Associate. She attended and graduated from Westfield State College (B.S. in Education, 1993) in Western Massachusetts. Kathleen enjoys watching her kids grow and having a work-life balance.

Learn More About Duncker Streett & Co.

Send Email

This website is for informational purposes only and should not be considered a solicitation by Duncker Streett & Co., LLC to transact business in any jurisdiction in which it is not excluded or exempted from registration as an investment adviser or in which Duncker Streett & Co., LLC has not complied with any registration or filing requirements. Advisory services offered through Duncker Streett & Co. LLC, a registered investment advisor.

Disclosures & Form ADV

© 2024 Hightower Advisors. All Rights Reserved. Legal & Privacy