200 Fifth Ave. 7th Floor Waltham, MA 02451 (781) 290-4900

Kathleen Neelon

Kathleen Neelon

Client Service Associate

Kathleen joined Argent as a Client Service Associate in July of 2020. She brings with her over 15 years of experience in the financial services industry. While at Russell Mellon Analytics, Kathleen spent her time working with clients on performance related issues. Prior to Russell Mellon, she worked at State Street Bank in fund accounting client services. Kathleen holds a BSBA from the University of Denver, MBA Cum Laude from the Olin Graduate School of Business at Babson College and is a Chartered Financial Analyst.

Kathleen is the mother of three teenaged children. She spends a lot of time at hockey rinks, playing tennis and watching football & basketball with her kids.

Argent Wealth Management, LLC
200 Fifth Ave. 7th Floor
Waltham, MA 02451
(781) 290-4900

999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108

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