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Kleinman|Bertucelli Investment Advisory Group of Raymond James & Associates

Cathy M. Goins | Registered Service Associate

Cathy began her career in the securities industry in 1997. She holds a Bachelor of Science in economics from the University of South Florida as well as Series 7 and 66 licenses. Her role on the Kleinman Bertucelli team is to assist clients with their everyday account questions and needs, review quarterly performance reports, and process trades. In addition to servicing client accounts, she is dedicated to Raymond James’ client-first philosophy because she believes it is this focus on service that sets both the group and the company apart among their industry peers.

A native of the Tampa Bay area, Cathy enjoys spending time at her home in the country and at the beach with her husband, Sean, his son, Cameron, and their new baby, Tyler.