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 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®.
Cathy has won numerous awards, the most recent being the Women’s Choice Award® for Financial Advisors.* She was also named by R.J. Shook to the Winner’s Circle®, a list of the top financial advisors in Georgia, published in Research Magazine,** and has been a Five StarSM Professional Wealth Manager each year since 2011.*** In addition, Atlanta Financial Associates has been selected multiple years by the National Association of Board Certified Advisory Practices (NABCAP) as a Premier Advisory Firm in Atlanta.****
Throughout her career, Cathy has been featured locally and nationally in print and television media discussing financial topics and economic news. 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. 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 demonstrates her commitment to her community through a variety of activities. She currently sits on 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.
*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 February 2016, of the 783 considered for the Women’s Choice Award, 122 were named Women’s Choice Award Financial Advisors/Firms. For more information, please visit http://www.womenschoiceaward.com/.
**Beyond each firm’s selection based on client focus, measurable assessments include the following criteria: acceptable compliance and legal records, client satisfaction, community involvement, professional designations, consistently high revenue numbers, and assets under management.
***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. 3,620 Atlanta wealth managers were considered for the award; 546 (16 percent of candidates) were named 2015 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.
****To be distinguished as a Premier Advisor, NABCAP uses 20 criteria, including years of experience; planning, investment, and risk philosophies; fees/cost structures; and customer services models. No fee is paid to be considered. The distinction is not indicative of any investing performance or future client experience.