Kathleen Semaan, Managing Principal and Senior Financial Advisor, is a distinguished leader with 39 years of experience in the financial services industry. Her career includes roles at UBS International, PaineWebber, and Smith Barney before she joined Wells Fargo Advisors in 2008. Over the decades, Kathleen has built a reputation for delivering thoughtful, disciplined guidance and cultivating client relationships that span generations. Many of the families she serves today have been with her for more than 30 years — a testament to her consistency and unwavering commitment to their long‑term financial well‑being.

For Kathleen, the most rewarding aspect of her work is the enduring relationships she has built. She has stood beside her clients through life’s many transitions, offering guidance not only as an advisor but as a trusted presence through every chapter. Her philosophy is simple and deeply felt she wants to work with her clients toward their life goals and dreams, supporting them with clarity, care, and steadfast partnership.

Working in close collaboration with Lisa Nero, Senior Client Associate, Kathleen provides a seamless, high‑touch advisory experience defined by responsiveness, precision, and personalized attention. Together, they deliver the level of service and continuity expected from a premier wealth‑management practice.

Beyond her professional accomplishments, Kathleen is deeply engaged in her community, serving as a Board Member of her Homeowners Association. Her leadership reflects the same principles that define her practice: integrity, stewardship, and a genuine commitment to the people she serves.

Outside of work, Kathleen and her husband maintain a strong focus on personal wellness. They enjoy spinning and core training — activities that mirror her disciplined, energetic approach to both life and her profession.

CA Insurance License 4382454, Resident State FL