Kathleen Grace
Kathleen Grace, CFP, CIMA, is a Managing Director of United Capital Financial Advisers, LLC. She is a frequent contributor to The Wall Street Journal, Fox Business, Fox News, U.S. News & World Report, Maria Shriver.com, The Shriver Report, Palm Beach Woman, and the Sun-Sentinel. For over 23 years, Kathleen has provided sophisticated financial and estate tax planning strategies to Fortune 500 executives, affluent multigenerational families, entrepreneurs, and institutions by serving as her...