Kay Schweitzer
Financial Consultant & Client Services Officer
Ms. Schweitzer joined NBC Securities in September of 2013 and currently serves as a Financial Consultant and Client Services Officer based out of the Melbourne/Palm Shores, Florida area.
Ms. Schweitzer began her financial services industry career in 1992 with State Farm Insurance. Afterwards, Kay joined Huntington Bank Investment Company as a Financial Advisor and Regulatory Principal. She also worked for a number of years as a Financial Advisor with Colonial Bank’s Investment Division.
Ms. Schweitzer has extensive experience in investment banking and insurance services in providing financial advice and wealth management solutions to her clients.
Education/Certifications
- FINRA Series Licenses 7, 24, 63 & 65
- Life, Health, and Variable Annuity licensed in Florida, Missouri, and Ohio
Areas of Focus
- Wealth Management & Preservation
- Investment Strategies
- Retirement Planning
- Insurance Planning