Kathleen Clark

Kathleen Clark brings nearly three decades of client-service experience to CarriageGate Wealth Management and plays a central role in making sure clients receive attentive, responsive and highly personalized service.

Kathleen is typically involved throughout the client relationship, helping coordinate meetings, follow-up items, account-service needs and ongoing communication. Her attention to client preferences and details helps ensure that commitments are followed through and that each family receives a consistent experience.

Behind the scenes, Kathleen helps prepare for client reviews, coordinates administrative and operational matters, and serves as a primary point of contact for day-to-day service requests.

Raised in a teacher’s family as one of four children, Kathleen learned early the importance of service, responsibility and treating people with care. Those values remain central to the way she approaches her work with CarriageGate clients.

Kathleen resides in Trinity, Florida and enjoys cooking, reading, traveling and spending time with family and friends. Having experienced Alzheimer’s disease within her own family, she also supports efforts aimed at advancing Alzheimer’s research.