Meet Our Advisors: Kate Bray
Kate Bray joined our team in the first quarter of 2021 and quickly became a client favorite. She is currently an Investment Relationship Specialist working closely with Matt Robinson. Her positive energy and eagerness to assist clients helped her obtain all her securities licensing within one year of joining our team. We recently sat down with Kate to reflect on her first year with F&M and learn more about what makes her shine.
What makes Kate, Kate?
I grew up here in Harrisonburg and graduated from Turner Ashby (04). I graduated from George Mason (08) and lived outside of DC for a few years after college working as an executive assistant at a large consulting firm. At 25 I decided to move back to town to purchase and run Cinnamon Bear Bakery & Deli, a small local restaurant and did that for 6 years. After that, I worked for two years as a paralegal and have now landed in my true destined field of financial services. I have a husband, Greg, and an energetic, sweet, and wonderful 6-year-old son, Luke. In my spare time, I love to go to local restaurants & wineries, watch Bravo, go to OrangeTheory, play roller derby, and take my son around to his miscellaneous activities. I like food, wine, tv, and laughing, and I find it very difficult to take anything in life too seriously.
Where are you from?
What behavior or personality trait do you most attribute your success to, and why?
Positive thinking and adaptability to work with different personalities and understand where people are coming from to accomplish collective goals.
How do you start your day?
What’s a work-related accomplishment that you’re proud of?
I am proud of accomplishing all my securities licensing within a year of coming to F&M Financial Services.
What’s your guilty pleasure?
I love the Real Housewives franchise on Bravo.
Do you have a hidden talent? What is it?
I love to cater parties.
What’s the top destination on your must-visit list?
If you could choose a superpower, what would it be?
Share the best piece of advice anyone has ever given you.
- Don’t apologize when an apology is not needed or apologize for someone else’s mistake. Take accountability to correct any mistakes you’ve made.
- Manifest Destiny.
What activities do you participate in over the weekend?
- Roller Derby
- Exercise / Kickboxing
- Get together with friends at fun local places
List three items on your bucket list
- Visit every continent
- See a bioluminescent bay
- Attend Food & Wine classic in Aspen
If you could quickly and easily learn any new skill, what would it be?
Kate Bray is a Registered Representative, Infinex Investments, Inc.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.