Kathy Nelson is a Senior Registered Client Specialist, joining The Boosel Ringwala Group in 2015. In her role, Kathy provides a wide range of administrative support to clients, from account opening to operational transactions including trades, wires, journals, checks, account transfers, and more. She is also instrumental in the operation of retirement specific transactions such as Required Minimum Distributions and excess contribution removal. Kathy is an expert with accessing Baird’s broad internal expertise and back-office resources to deliver peace of mind to every client.
Kathy has over 29 years of experience in the financial services industry. Prior to joining Baird, she worked with Morgan Stanley Dean Witter, Morgan Keegan, and Sterne Agee. Kathy is efficient, and organized, which enables her to assist in building lasting client relationships and servicing client accounts. Kathy enjoys the challenge of resolving clients’ complex concerns and is dedicated to superior client service.
Kathy has lived in Alpharetta, GA since 1996 with her husband of 27 years. They have two boys, who are 22 and 21. She enjoys travel and tennis and is always ready for a friendly match or competitive game.