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  2. Kathy Delaware

Kathy Delaware

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Kathy Delaware
Planning Assistant to Tom Natoli
Phone: 
(703) 205-0345
E-mail: 
kdelaware@ascendplanning.com

With over 30 years of experience in Human Resources, Tax and Financial Advisory environments, I have developed a focus on accuracy and completeness in areas where regulations and compliance are of such great importance.  My career includes work in both the public and private sectors, so I am used to relying on my creativity to enable me to meet the many deadlines encountered in providing  responsive client service.  I have become very skilled in using the technological tools available in the practice to help in the analysis of client needs.

  • BS Psychology - Virginia Tech

 

Kathy Delaware provides administrative support services only. 

 

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  •   3141 Fairview Park Drive, Suite 250, Falls Church, VA 22042
  •   888-660-4300
  •   info@ascendplanning.com

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your circumstances.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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