Kate Wagstaff

Executive Assistant

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Phone: (866) 747-3223 ext-706(205) 444-5572
Fax: (877) 414-3971
E-mail:
 

Kate is an Executive Assistant to the Capstone Group and would a primary contact when calling our offices.  She works to provide a high-quality, high value experience designed to put your interests and needs first.  Kate will assist you with your questions and will direct you to an advisor that can provide resources to help meet your needs.  Professionalism and confidentiality of your financial well being will always be of upmost importance. 

 

Kate is a non-registered Executive Assistant with 20+ years of service in the insurance and financial services industry.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck