Kathleen L. Weber
Consulting Group
Director - Wealth Management
Senior Investment Management Consultant
Financial Planning Specialist
500 108th Avenue NE
Suite 1900
Bellevue, WA 98004
tel: 425.451.3320
toll free: 800.328.2802
fax: 425.453.5802
 
Staff

At Smith Barney we offer our clients full-service advantages, including a dedicated support staff ready to assist you and your account servicing needs.
Julie M. Nagan
Julie M. Nagan
Senior Registered Associate Financial Planning Associate
tel: 425.453.5832
fax: 425.453.5802
julie.m.nagan@smithbarney.com
   Experience

  • 1990 - Present: Smith Barney
    Senior Marketing Associate
    Bellevue, WA
  • Graduate of The College for Financial Planning
    CFP® Professional Education Program - 2004
  • Series 7 - General Securities Representative
    Series 63 - Uniform State Exam
    Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • United States Equestrian Foundation Member
  • Washington State Hunter and Jumper Association Member
Cate Forsyth
Cate Forsyth
Registered Associate
tel: 425.451.3316
fax: 425.453.5802
Cate.Forsyth@smithbarney.com
   Experience

  • 1995 - Present: Smith Barney
  • Series 7 - General Securities Representative
    Series 63 - Uniform State Exam
    Series 65 - Investment Advisory Agent
    Series 8 - General Securities Sales Supervisor
  • BA - History
    Oregon State University
 
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