Kathleen Montano

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.

Kathleen supports Clark Sturtevant and Jeb Embree.

E-mail: Kathleen.Montano@EssexFinancialServices.com

Contact

860-767-4300

Highlights

Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
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David LaMay's Legacy of Giving

A life-long resident of Old Saybrook, David LaMay believes in giving back to his community. Courtesy of The Harbor News November 2, 2016

Financial Times Recognizes James Sullivan, AIF®

James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
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EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016