Kati Cleary, CFP®, CPFA™

Forbes "Best-in-State Wealth Management Teams" - Jan 2024 Named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the The Driscoll Group team Published on January 9, 2024. Rankings based on data as of March 31 2023.* *2024 Forbes "Best-in-State Wealth Management Teams " list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance… Show more Named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the The Driscoll Group team Published on January 9, 2024. Rankings based on data as of March 31 2023.* *2024 Forbes "Best-in-State Wealth Management Teams " list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. ​ Show less