1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Vice President,
Financial Advisor
Caty joined CAPTRUST in 2020 from Welch Hornsby, an independent, fee-only investment advisory firm, where she served as a client advisor for high-net-worth individuals and families.
In her role as vice president and financial advisor for CAPTRUST, she specializes in client advocacy as a fiduciary, reducing financial planning complexities, and building roadmaps that lead to improved financial results for high-net-worth individuals and families.
Caty earned her Bachelor of Arts degree in communication with an emphasis in public relations from Mississippi State University, and she holds the CERTIFIED FINANCIAL PLANNERTM designation.
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