Kate Glidden Bio2021-09-07T15:45:46+00:00
Kate Glidden, CFP®

Investment Advisor Representative
Licenses: Series 7, 63 & 65
Insurance Licensed for Life, Health and Annuity

FAVORITE QUOTE: “Think globally, act locally.”  —David Brower

DREAM RETIREMENT: My retirement dream is an active one and includes lots of travel. I hope to be able to volunteer both domestically and abroad with charities that positively affect the lives of both my local and global neighbors.

Michael J. LaBrie
Michael J. LaBrieManaging Director – Senior Advisor, Investment Advisor Representative
Thomas F. Nee, Jr.
Thomas F. Nee, Jr.Managing Director – Director of Advisor Development, Investment Advisor Representative
Martin E. Plecinoga
Martin E. PlecinogaSenior Financial Advisor, Investment Advisor Representative
Kate Glidden, CFP®
Kate Glidden, CFP®Senior Financial Advisor, Investment Advisor Representative
Richard “Rick” P. LeBlanc
Richard “Rick” P. LeBlancSenior Financial Advisor, Investment Advisor Representative
Lisa Marie Wise
Lisa Marie WiseDirector of Office Services, Registered Field Assistant
Matthew Dandreo
Matthew DandreoCompliance Manager, Registered Representative
Ny Sok
Ny SokRetirement Transition Specialist
Joan Welch
Joan WelchClient Financial Analyst
Linda Gorgone
Linda GorgoneReceptionist
Meni Frangias
Meni FrangiasClient Relations
Kim Silverman
Kim SilvermanClient Services
Paul Matheson
Paul MathesonSenior Financial Advisor, Investment Advisor Representative
Susie LaBrie
Susie LaBrieClient Relations
Diane Gavin
Diane GavinReception

500 Edgewater Drive, Suite 565
Wakefield, MA 01880
T: 800.246.1433
F: 781.246.2482

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Gallagher Fiduciary Advisors, LLC (“GFA”) is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of AJG or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice.

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