Hi there, I’m Kathy Mayo,
Client Relationship Manager

With 37 years of experience in the financial industry, Kathy Mayo brings a wealth of knowledge and expertise to Evergreen Wealth Solutions. She began her career in 1987 with EF Hutton and has since cultivated a distinguished track record, including 20 years at Merrill Lynch, 12 years with Wells Fargo Advisors, and two years with LPL Financial. Kathy specializes in financial advisor support, and her commitment to excellence and deep industry knowledge have earned her a reputation for reliability and dedication.

Originally from Paoli, PA, Kathy is the second youngest of five siblings. She enjoys spending time with her 26-year-old son, who resides in Honey Brook, PA. Now living in Mifflinburg, Kathy loves outdoor activities, cooking, and spending quality time with her boyfriend Bob and their 16-year-old Border Collie.