Client Services Manager
Kate serves as the administrative assistant to Richard Boyer, primarily assisting with life and annuity policies for Stonebridge Financial Group clients. She started her professional career in the legal field assisting in case management for a variety of practices. After 12 years of experience in the challenging legal services industry, she decided to devote her time to caring for her children, volunteering and supporting her children’s schools. Kate returned to work in 2015 and joined Stonebridge Financial Group. Kate lives in Marin County, California and enjoys spending her free time with her family hiking and biking and enjoying the Bay Area.
*Kate McAvoy provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. Stonebridge Financial Group is not owned or operated by AXA Advisors, LLC.