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.