Kathy Zhu

Kathy Zhu
Premier Banker

9812 Falls Rd

Potomac, MD 20854-3918

About me

Background

Kathy Zhu is a Premier Banker with 18 years of financial services experience. Her passion for the industry started as a child when she heard the stories about how her grandfather worked at HSBC in the 1930s and was able to achieve career success while supporting a big family. Today, she wakes up every morning thinking about how she can best serve her clients. Kathy works closely with her teammates to help clients take a comprehensive, holistic, and strategic approach to even the most complex financial planning needs, while delivering customized solutions and providing active relationship and risk management. Her daily goal is to put her clients first: getting to know them on the deepest level and building their trust through high-touch attention, in-depth conversations, and technology, while guiding them to their dreams.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Master of Business Administration
Johns Hopkins University

Personal interests

Kathy lives in Maryland with her husband and two sons. She likes cooking, traveling, and watching movies.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

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