Kate McAvoy

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 Equitable Advisors or Equitable Network.

Our Team
Kate McAvoy

Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.

Corporate Wealth Management

Private Wealth Management

Special Needs Planning

About Us

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-5461282 (07/23) (Exp. 07/27)

For New York State Clients: New York State Executive Order | Extension of Grace Period, Waiver of Fees, Extension of Other Contractual Deadlines for hardship related to Covid-19

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