Financial Services
Kate Ataeva
Financial Management & Investments
Edward Jones - Financial Advisor
About
I work one-on-one with clients to understand what matters most to them and create strategies for retirement, wealth accumulation, education savings, and legacy planning.
My goal is to provide personalized advice and a long-term partnership to help you stay on track toward your financial goals. Investing involves risk, including the possible loss of principal. Financial strategies should be tailored to your individual goals and circumstances.
Industry
Financial Advisor in South Florida — the seat Kate Ataeva holds. Read what the category covers and what to ask before you hire anyone for it.
How a referral works here
LEO runs on warm referrals, not cold leads — when a member sends someone to Kate Ataeva, that person has usually already been briefed on who Kate Ataeva is and why. LEO also gives one exclusive category per member, so every referral for this trade inside the group goes to the same person rather than being split or shopped around.
You do not have to come through another member to reach Kate Ataeva. The phone number and email on this page are direct — no form, no gatekeeping.
Meeting
This member meets with the rest of the group every other Tuesday, 12:00 noon, at Duffy's Sports Grill, Boca Raton, FL.