Kate Lois

Senior Financial Client Associate

Kate Lois joined Benjamin F. Edwards and the Wormley Investments Group in 2022 as a Senior Financial Client Associate.  Kate brings 10 years of experience in the financial services industry. 

Kate’s addition to the team will allow us to further tailor our individual client approach and assure we continue to provide the highest level of service.  Kate will focus on client service, operations, and helping clients schedule and prepare for appointments.   She is married to Steven and enjoys reading, travel and the beautiful outdoors.  But above everything, she cherishes raising her two sons, Chase and Reed.