Kati Tavares

Kati Tavares

Client Relations

Kati Tavares’ background comes from a deep interest in helping others.  She graduated in 2009 with a Master’s in Social Work from Boston College.  Upon graduation, Kati worked as a Licensed Clinical Social Worker at an outpatient women’s oncology program in Providence, RI. She was also asked to serve as adjunct faculty at Brown University Medical School as part of their social and behavioral courses.  Kati relocated to Dallas in 2013 and began working in the Bone Marrow Transplant Unit at Baylor University Medical Center in downtown Dallas.

In 2016, Kati started a Virtual Assistant Services with her husband James and began working with LPL Financial Advisors shortly thereafter.  In the last four years she has quickly developed a deep understanding of the Financial Services industry and a strong knowledge with LPL’s technology and Client Service platform.  Her passion for helping others comes naturally.  Her priority will be to always build authentic relationships with you in an effort to always meet your needs.