Cathy applies her more than 25 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients at a high level.
She is always eager to help the individuals and families our team serves. She makes it her goal to help clients understand how their money is being taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.
Cathy also assists our financial advisors in planning and building investment strategies. She holds Series 7, 9, 10 and 63 securities licenses and is an Accredited Asset Management Specialist.
Prior to joining our team in June 2006, Cathy was a Divisional Assistant Vice President at UBS, and has also worked for PaineWebber and JC Bradford. She originally started in the brokerage business in 1989 after attending East Carolina University.
Cathy is originally from Fayetteville, NC and now lives in Ayden, NC with her husband, JD, and son, Cole. She also has two daughters, Ashlee who resides in Charleston, SC and works as a dental assistant and Kinsley who resides in Cary, NC and works as a Registered Nurse at Duke University Hospital. When not in the office, Cathy enjoys exercising and walking her dogs, Dozer and Carter.
Raymond James is not affiliated with any of the companies mentioned.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.