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Syracuse, NY

Kathleen Hierholzer

Financial Advisor, Group Administrator | Eagle Group
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Kathleen graduated from State University of New York (SUNY) Potsdam in 1987 with a Bachelor of Arts Degree in Mathematics. After graduation, she worked as a Financial Analyst for a major bank in Boston, Massachusetts before moving back home to continue her career in the financial services industry.

She joined Pinnacle Investments in 2009 where she works as a member of a team of Advisors. In addition to advising individual clients, Kathleen and her team focus on employer-sponsored retirement programs.

Kathleen is a Financial Industry Regulatory Authority (FINRA) General Securities Representative (Series 7), State Securities Agent (Series 63) and is New York State Insurance licensed for Life, Accident and Health. She is also a Notary Public in the State of New York.

Kathleen resides in Bridgeport, New York with her husband, John and their chocolate labrador retriever. They have two grown children.

Check the background of this investment professional on FINRA’s BrokerCheck.