Kathleen S. Montano is a Client Relationship Manager with Essex Financial Services. She has 20 years of experience working in the financial industry, having started her career in 1994 when she joined John W. Rafal & Associates (now Essex Financial Services, Inc.). She is experienced in individual investments and retirement plan services. Kathleen currently holds a Series 7 and Series 63 licenses as well as Connecticut Insurance licenses for both Annuity and Life business.
A lifelong resident of Connecticut, Kathy has lived in Old Saybrook for the past 40 years. She has three married children and five grandchildren. She enjoys the beach, reading, painting, traveling, and spending time with her grandchildren.