Karen L. McCloskey

Ms. McCloskey presently maintains the following securities licenses with FINRA and the SEC: Series 6, 63 and 65. She has over twenty five (25) years of experience in the retirement plan marketplace, consulting with plan sponsors on plan design, investments and educational needs.  She was a participant in the country’s first 401(k) Plan!  The last three decades have been pivotal with respect to how retirement plans are designed, invested and managed.  Ms. McCloskey continues to follow industry regulations and trends to provide state of the art consulting to plan sponsors and plan participants.  Born in 1965, Ms. McCloskey is a  graduate of Arcadia University with a BA in Education.  She and her family reside in suburban Philadelphia.

Ms. McCloskey may discuss and/or transact securities business only with residents of the following states: DE, FL, NJ, NY, PA