Kathleen Petze

Client Service Associate

As a Client Service Associate and member of the KB Wealth Management Group, Kathleen has nearly three years of experience; continuing to provide exceptional support to her team. She prides herself in delivering a high quality level of support to clients.  She is dedicated, loyal and self-motivated. Kathy continually accepts the challenge of learning the multi-faceted functions of her position to ensure an efficient, professional, smooth operation of service for her advisors and clients alike.  She also truly enjoys her working experience at Stifel and the relationships she has made with clients and her co-workers.


Kathy is a native Bostonian but resides in Sharon, Massachusetts with her family.

Phone (6172357869
Fax 6179462830