Kate Healy

NextGen Advocate

Kate Healy, NextGen advocate, focuses on advocacy for sustainability issues facing the financial planning profession.

Healy is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession. Wealthmanagement.com named her to the 2018 “10 to Watch” list. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people. Healy was named to InvestmentNews' inaugural "Women to Watch" in 2015. Additionally, she was TD Ameritrade's 2014 Impact Award winner for Diversity and Inclusiveness.

Healy led TD Ameritrade Institutional's NextGen and women's leadership initiatives, which supported the future of the profession through programs designed to raise visibility, provide support and resources to guide professional development of the next generation of advisors. She was managing director, institutional marketing, responsible for marketing strategy and brand growth. She was a member of the company’s Diversity & Inclusion Committee.

She serves as 2021-2022 board chair for the Foundation for Financial Planning and Clerk of the Invest in Others Charitable Foundation. Kate also is a founding member of the CFP Board's Women's Initiative (WIN) Council, the Center for Financial Planning's Advisory Council and a founding member of the Center’s Diversity and Workforce Development Advisory Boards.

Healy holds a bachelor's degree in economics from Rutgers College.

Kate Healy Luma Advisory Council bio photo