Kathy Bowes, CFP®

Senior Vice President, Financial Advisor

Kathy is a Senior Vice President and Certified Financial Planner™ (“CFP®”) at Claro Advisors. Kathy brings 30 years of investment experience to the Claro team, where she provides tax-efficient financial planning services to clients and focuses on ESG/Socially Responsible investment mandates.

Prior to Joining Claro, Kathy was an Advisor with Arter Financial Strategies and a former Director at Standish Ayer & Wood, Inc. (currently Standish Mellon Asset Management), where she managed their fixed income trading desk and eventually the Portfolio Analyst Group for Fixed Income. Kathy a licensed Massachusetts Insurance Producer for Life and Health and has previously passed the FINRA Series 6, 7 and 66 licensing exams.

Kathy received her BBA in Finance from The University of Massachusetts Amherst and currently resides in Quincy, MA where she raised her three grown children. She is actively involved in her community and serves on the Board of Directors and Finance Committee for The Codman Square Health Center. In her spare time, Kathy also enjoys cooking and “trying not to bother her kids too much”.

Claro Advisors, LLC
100 High Street, Suite 950
Boston, MA 02110

Phone/EFax (800) 604-2838

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. This report is not a financial plan and is not intended as a solicitation or advice to purchase specific investments, but the information provided can assist you in evaluating your current financial situation and your ability to achieve your investment goals. Any projection of investment outcomes is hypothetical in nature, does not reflect actual investment results, and is not a guarantee of future results. Similarly, other information regarding various investment outcomes are hypothetical in nature, do not reflect actual results and are not guarantees of future results. The projections may not include all taxes applicable to your situation. Past performance is no assurance of future results. Investments may fluctuate and lose value, and unexpected market movements may result in changes in rates of return and anticipated performance. Claro does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Claro will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") prior to commencing an Advisory relationship. Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. or toll free at 800-604-2838 with any questions.

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