For nearly 20 years, Kathleen Marteney has provided family estate, charitable, business and retirement planning to high-net-worth individuals and entrepreneurs. A Chartered Retirement Planning Counselor (CRPC), she has many years of experience in helping clients visualize their financial goals and take appropriate steps to achieve them. Suddenly widowed at a young age, Marteney developed a passion and the skills to assist women in transition.
Prior to joining Provenance Wealth Advisors, Marteney was a financial advisor with Resonate Inc. in Cincinnati, Ohio. Earlier in her career she held leadership positions with Lincoln Financial Advisors (formerly CIGNA Financial Advisors). She was director of advanced planning and development and managing principal of the Salt Lake City office.
Marteney previously held corporate finance positions with publicly traded and privately held companies in banking and manufacturing.
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University of Dayton – Bachelor of Business Administration in Accounting
Investment Advisor Representative of Provenance Wealth Advisors Registered Representative of Raymond James
Million Dollar Round Table - Member Cincinnati Estate Planning Council - Member Society for Financial Service Professionals – Member Planned Giving Committee of the Cincinnati Symphony Orchestra