To deepen TD Ameritrade’s relationships with the 4,000 RIAs who custody with the firm, Healy will develop marketing strategies and oversee and execute programs—including the firm’s website, social media and advertising efforts.
Healy joined TD Ameritrade in 2008, most recently serving as a director of marketing responsible for promoting the firm’s technology and investment products offerings. She will continue to lead the TD Ameritrade Institutional’s Women’s Leadership Initiative, which supports the professional development of women advisers and assists RIAs market to women investors.
Before joining the firm, Healy served as vice president of individual retirement account (IRA) product strategy at Merrill Lynch, and has spent more than 20 years in a variety of financial services roles.
“Kate has demonstrated great leadership and passion for the RIA industry and is committed to helping advisers market their fiduciary advantage to investors,” said Tom Nally, president, TD Ameritrade Institutional. “Kate is a true leader in her field. Her strong relationships in the industry will continue to provide our firm with a deep understanding of what advisers need to help drive asset growth and run better businesses.”
She replaces Paul Zettl, who was recently named managing director of retail and social media marketing for TD Ameritrade Inc.
Healy earned her bachelor’s in economics from Rutgers College and has completed the Securities Industry Institute program, sponsored by the Securities Industry and Financial Markets Association (SIFMA) at the Wharton School of Business.