Cathy Beasley

A financial professional with more than 32 years of experience, Cathy helps individuals and business owners prioritize their goals and then implements a plan based on their risk tolerance and time horizon.

Cathy began her financial services career in 1989 as an investment representative at Secor Bank. She joined AmSouth Investment Services in 1993 where she served as a financial advisor and senior vice president for many years. She continued to serve her clients as Amsouth Investment Services became acquired by Morgan Keegan in 2007 and later acquired by Raymond James in 2012.

Cathy earned a bachelor’s degree from the University of Alabama and an MBA from the University of Alabama at Birmingham. She is a native of Birmingham and lives here today. She is an avid runner in her free time.