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Catherine Watkins, Financial Advisor

FINANCIAL ADVISOR
Catherine K Watkins

CFP®, WMCP®, AAMS™, CRPC™, CKA®
776 W Liberty St Ste A, Sumter, SC 29150opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Military Professionals & Veterans

About Catherine

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest. By partnering with you, I can help determine the most appropriate financial strategy for your family in which you have the opportunity to build wealth, live generously and leave a legacy. We accomplish this by using an established process to build a personalized strategy that will help achieve what's most important to you.

A lifelong resident of Sumter, I began my Edward Jones career as a financial advisor in 2001 after being a certified public accountant at a...

Work History

  • Edward JonesFebruary 2001 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • WMCP®

    Wealth Management Certified Professional®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CKA®

    Certified Kingdom Advisor®

Education

  • Univ of SC ColumbiaMasters
  • Univ of SC ColumbiaBachelor of Science

Personal Interests

  • Traveling
  • Spending Time with Family
  • Tennis
  • Active Lifestyle
  • Real Estate

Team Members

  • Stephanie Humphreys
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(803) 773-8373

Fax

(866) 462-4281

Office Address

776 W Liberty St Ste A
Sumter, SC 29150opens in a new window

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