About Kathleen Browning Ceicys
 
Kathy has been in the Financial Planning and Investment Business since 1987.  She has owned her own Independent Investment Advisory and Financial Consulting Business since 1993. 
 
Wilson & Browning, Inc. is a Registered Investment Advisor.  All services provided to clients are provided on a Fee Basis, either hourly or as a percent of Assets under Management.  RIAs have a fiduciary responsibility to protect their client’s interests.
 
Kathy’s clients are financially successful individuals who look to her for Financial Planning, Investment, and Financial Consulting ADVICE.  She strives for long-term relationships with her clients, many of whom have been with her since she began her Practice. Each client is unique with their own financial goals, estate challenges, and charitable objectives.   Her strength is to learn about your unique situation and develop an Investment Strategy that meets your Risk Tolerance and Individual Investment Objectives. She has a passion for educating her clients about their “Money”.
 
She has introduced many clients to Socially Responsible Investing.  SRI investors, seek to maximize both financial return and social good.  SRI investors favor corporate practices that promote environmental stewardship, consumer protection, human rights and diversity. They avoid businesses involved in alcohol, tobacco, gambling, weapons and/or the military.
 
In addition, “Real” Socially Responsible Investing, encourages corporations to improve their practices on environmental, social and governance issues.  Community Investing, a smaller part of SRI, provides “CD” like investment products that lend to individuals overlooked by traditional lenders. 
 
Kathy began her investment career with New England Life.  She has developed relationships with Money Managers, Estate Planning Attorneys, and Tax Accountants around the country to enhance her Financial Services Practice.
 
Kathy has been a popular National speaker on “Women and Money.”  She is particularly committed to empowering and educating women and girls about their MONEY. 
 
After an undergraduate degree from CWRU in English, she worked for two US Congressmen, directed the Public Relations for the Cleveland Public Library’s 100th Anniversary and was a PR professional in Cleveland.  In 1986, she obtained an MBA in Marketing and Finance from CSU when she began a career in Financial Services.
 
Kathy is married, has two adult children of her own and three adult step-children.  She enjoys supporting the Arts, Literature, Travel, and Gardening.

What being an Investment Advisor means to Kathy
 
When it comes to our “Money” things can get pretty tangled.  Regardless of our education, profession or family back ground, few of us have been lucky enough to receive practical information and direction on handling our own finances. 
 
As I say to my clients, we were never taught brain surgery, that is okay because most of will never practice brain surgery.  However, most of us were not taught about saving and investing for our future; that is not okay because all of us need to find a way to be financially secure.
 
As an Investment Advisor, I work individually with each client to find their path to financial security. I am always available to my clients to answer questions. Providing independent and personalized financial advice drives my business.