Kathleen Martin

Director of Client Services


profile

As Director of Client Services for Generational Wealth Advisors, Kathleen Martin enjoys providing customer service and personal support to her clients. Kathleen manages relationships with custodians and other service providers. She also coordinates the delivery of wealth management services within the organization.

Kathleen has 20 years of experience in the banking industry. She most recently worked as a trust officer in the trust department of North Dallas Bank and Trust Co. She handled personal trust accounts, custody, escrow, IRA and qualified plan accounts. Prior to that role, Kathleen worked in North Dallas Bank and Trust Co.'s credit department.

Kathleen graduated from Southern Methodist University with a Bachelor of Fine Arts degree in Speech and English. After teaching language arts for four years in Dallas schools, she went on to obtain her Masters of Education degree in Counseling from the University of North Texas. Kathleen currently resides in Plano.

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M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award

We are leaders in M&A Over 50 awards, and counting

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