Cathy attributes the success of Atlanta Financial, which she cofounded in 1992, to her ability to build trust and earn the confidence of her clients by managing both their emotional and economic concerns, especially in times of market volatility. Cathy’s commitment to her clients and profession has earned her a loyal clientele and recognition locally, regionally and nationally.
Cathy’s expertise and professionalism have earned her numerous awards. She was recently named as a multi-year recipient of the Women’s Choice Award® for Financial Advisors,* a distinction given to a select number of advisors in Georgia. Additionally, she has been recognized as a multi-year Five StarSM Professional Wealth Manager.**
Cathy began her career in the financial services industry in commercial and private banking for a major regional bank. She then discovered her passion for helping individuals pursue their dreams of financial security and embarked on her career in wealth management. She has earned her CERTIFIED FINANCIAL PLANNER™ certification, Chartered Retirement Plans SpecialistSM (CRPS®) designation, and Certified Divorce Financial Analyst (CDFA) designation. She holds numerous securities registrations, including the Series 24 (Registered Securities Principal), and is currently a registered representative with Commonwealth Financial Network®.
Throughout her career, Cathy has been featured locally and nationally in print and television media as a thought leader on a variety of important financial and economic topics. Most recently she was featured in the Wall Street Journal in the “Women in Wealth” section, and she has appeared in the Atlanta Journal Constitution and Channel 2’s Family to Family. Cathy demonstrates her commitment to her community through a variety of activities. She currently sits on the Executive Committee and the board of Girl Scouts of Greater Atlanta, which allows her to pursue her passion for developing leadership opportunities for young women in the Greater Atlanta community. She further supports the mission of the Girl Scouts in Atlanta as a member of the Finance committee and a past member of the Fund Development Committee. In addition, she has had the privilege of working to further educational opportunities for young people in Atlanta as a past Treasurer and Vice President and current board member of the Atlanta alumni chapter for her alma mater, The College of William and Mary. Previously, she has also helped develop opportunities for higher education for student-athletes as fundraising chair for A5 Volleyball Club and for the Hi5 Scholarship Fund, and has proudly served on her church’s Staff, Pastor, and Parish Relations Committee. She has also taught continuing education courses on a wide variety of topics throughout the Atlanta area, including programs at Georgia State, the Osher Lifelong Learning Institute at Emory University, and Mercer University Seniors.
Cathy graduated magna cum laude and Phi Beta Kappa from the College of William & Mary. She then attended the University of North Carolina at Chapel Hill, where she earned a Master of Business Administration (MBA) while graduating second in her class.
*The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women’s Choice Award, 145 were named Women’s Choice Award Financial Advisors/Firms. For more information, please visit http://www.womenschoiceaward.com/.
***Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,378 Atlanta area wealth managers were considered for the award; 301 (13 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.