Cathy Seeber is a wealth management financial advisor based in Lewes, DE.
Cathy joined CAPTRUST in 2017 and serves as a principal and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors, private foundations, and corporate executives. She is motivated by effectively helping her clients align their monetary choices, decision-making behavior, and their investment habits with their goals.
Prior to joining the firm, Cathy was a principal, senior financial advisor at Wescott Financial Advisory Group LLC for 16 years, and she has worked in the industry since 1998. When she is not in the office or with a client, Cathy enjoys exercising, traveling, volunteering, and spending time with her family. She graduated cum laude from Goldey-Beacom College.
Cathy served three years on the board of directors of the Financial Planning Association. She continues to serve on several committees focused on advancing the profession. Cathy is also a member of The Forum of Executive Women, a membership organization of women of influence in Delaware.
Her advice has been featured in a variety of national, local and industry media outlets, including the Wall Street Journal, New York Times, Financial Planning, Fox Business, MarketWatch, and Advisor Perspective; she is also a guest columnist for Rethinking65 and Financial Advisor.
Education
- Bachelor of Science degree in business administration from Goldey-Beacom College
Industry Designations
- CERTIFIED FINANCIAL PLANNERâ„¢
- Certified Financial Transitionist® (CeFT®)
Industry Involvement
- Don’t Turn Away When Clients Need You Most (Rethinking65, August 2022)
- Longevity Planning is the ‘Real Value Proposition’ (Rethinking65, March 2022)
- The Silver Lining of Fear and Uncertainty (Financial Advisor Magazine, March 2022)
- Clients still need —and want—to build wealth after retirement (Proactive Advisor Magazine, February 2022)
- What to Say to Clients About Inflation (Rethinking65, February 2022)
- At All-Time Highs, Additions Threaten More Clients (Rethinking65, November 2021)
- Gray Divorce and Eldercare (Financial Advisor Magazine, September 2021)
- What Advisors Can Learn from Simone Biles (Rethinking65, August 2021)
- Help Clients So Much More by Being Proactive Instead of Reactive (Rethinking65, June 2021)
- COVID-19 Has Some Seniors Redoing Their Housing Wish Lists (Rethinking65, March 2021)
- Longevity—Fear or Fortune? (Rethinking65, March 2021)
- Pandemic Fatigue – Not Just Another Buzzword (PWW Law Blog, March 2021)
- The Soft Side of Financial Planning Drives Decisions (Advisor Perspectives, June 2020)
- Being Empathetic During a Pandemic (PWW Law Blog, April 2020)
- The Glass Half Full for Females Facing Risk in Retirement (PWW Law Blog, December 2019)
- Why Women Face More Risk in Retirement (PWW Law Blog, October 2019)
- The Importance Of Helping Clients Fight The Financial Drain Of Addiction (Financial Advisor, May 2019)
- Changing Lanes (Financial Advisor, April 2018)
Memberships
- Chair, Business Development Advanced Track, Financial Transitionist Institute
- Committee Member, FPA Philadelphia Tri-State Area Chapter
- Committee Member, OneFPA Task Force
- Founder, Fund for Women Delaware
- Mentor, CFP Board’s Women’s Initiative
- Member, Lewes, DE Chamber of Commerce
- Member, the Forum of Executive Women Delaware
- Member, Sudden Money Institute
- Board of Advisors, Rethinking65
- National Board Member, Financial Planning Association 2015-2017
- Founder and Steering Committee, CAPTRUST Women’s Initiative
Awards & Recognition
- CAPTRUST, Advisor of the Year | 2023
- Philadelphia Magazine, Five Star Wealth Manager | 2009 – 2016, and 2019-2021
