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Kathy E. Matheson

Kathy E. Matheson

Chief Operations Officer

Kathy serves as the Chief Operations Officer for the Center for Wealth Preservation. Also, Kathy oversees the Compliance Department in addition to the responsibility of managing the contracting, licensing/registration and insurance departments. Her primary areas of expertise are in securities compliance, compensation and personnel issues. 

In her thirty years in the industry, Kathy has served in a variety of positions, including Pension Design Manager, Financial Planning Manager and Agency Supervisory Officer. Kathy earned her Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College and her Certified Employee Benefit Specialist (CEBS) designation with the International Foundation through the Wharton School. She graduated from Hofstra University with a Bachelor of Science degree in Public Affairs and Organizational Management.

Kathy E. Matheson is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC member SIPC (www.sipc.com). 6800 Jericho Turnpike Suite 202W Syosset, NY 11791 *Supervisory Office: 6800 Jericho Turnpike Suite 202W Syosset NY 11791 (516) 364-4203. The Center for Wealth Preservation is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Our primary objective is to help you achieve financial freedom in a complex and constantly changing world by designing strategies to help you achieve what is most important to you.

6800 Jericho Turnpike
Suite 202W Syosset, NY 11791
Phone: (516) 364-4203