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Kathleen G. Intelisano

Financial Advisor, RJFS

Branch Manager, RJFS

352-671-5310

Kathleen Intelisano has been in the financial industry for over thirty-six years, serving as a financial advisor for the last twenty-seven years and joining Raymond James Financial Services, Inc., Member FINRA/SIPC in 2018.


In 1987, Kathleen began her career working in Lynchburg, VA. She became a financial advisor in 1997 and returned to her native Florida in 2009, living in Ocala, close to her childhood hometown of Inverness. Through years of continuing education, Kathleen holds Series 6, 7, 9 and 10 securities registration as a General Securities Representative and Sales Supervisor, a Series 66 as a Investment Adviser Representative, her Insurance License in Life, Health and Variable products, a Series 31 with the National Futures Association, and has also National and Florida Mortgage Loan Originator Licenses.


Her holistic process engages her with clients through every aspect of their lives and ensures conversations and understanding in the four Foundations of Wealth – Investments, Banking and Credit, Risk Management, and Trust and Estate Planning.


Away from the office, Kathleen and husband Mario enjoy spending time with friends and family both in Florida and Virginia, where she maintains many client relationships. She is blessed with two children, Gregory and Erin, and grandchildren, Braxton and Allie Marie. In her spare time, you will find Kathleen involved in outdoor activities such as road biking, gardening, and playing tennis.

Kathleen G. Intelisano
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TM

Ocala

2201 SE 30th Ave.

Suite 201

Ocala, FL 34471

 

Ph: (352) 671-5310

F: (352) 671-5313

The Villages

4048 Wedgewood Lane

The Villages, FL 32162

 

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Ph: (352) 750-6050

F: (352) 750-6095

Peachtree City - HQ

525 Westpark Drive

Suite 100

Peachtree City, GA 30269

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Ph: (678) 489-7314

TF: (866) 980-3230

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Reveille Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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