Catherine has an extensive background in the financial services industry. Prior to joining our team, she was a Senior Registered Associate at Morgan Stanley providing concierge level service to clients of both individual advisors and advisor teams. Through her 11 years with Morgan Stanley she navigated the system and procedural changes that took place during the Morgan Stanley Smith Barney joint venture transition.
She spent 10 years working in various roles at Lincoln Financial Advisors, from a smaller branch office in the capacity of Office Manager and IT support, to a Regional Finance position, culminating her commitment as Branch Office Manager in one of the larger branch offices. She started her industry career at a Transamerica General Agency office where she was responsible for all the agency operations and administrative tasks.
Catherine holds Series 7, 66, 6, & 63 registrations with LPL Financial as well as Life, Accident, Health, and Variable Products licenses with LPL Financial.
Catherine enjoys rock carving as well as various other artistic methods of expression and is a huge fan of road-tripping adventures.