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Cathy M. Anderson, WMS Financial Advisor (573) 499-6846
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| Cathy earned a Wealth Management Specialist certificate in 2008. | |||||||
| As a Financial Advisor with more than 20 years of experience, Cathy works exclusively through Raymond James Financial Services, Inc. to provide a full array of investment products, including individual stocks, mutual funds, bonds and annuities, as well as financial, estate and retirement planning. Cathy helps clients identify their goals and find products designed to meet those goals, consistent with the client’s time horizon and tolerance of risk. In addition, Cathy monitors client investments to help ensure performance is meeting expectations and reviews the result during regular meetings with her clients. Cathy earned a bachelor’s degree in education from the University of Missouri and a Master of Business Administration from William Woods University in Fulton. In 2008, she earned a Wealth Management certificate from Kaplan University. She is a member of the Little Dixie Kiwanis Club and the Columbia Chamber of Commerce, and she is the past president of the board of directors of Lenoir, Incorporated. Cathy’s financial licenses include Series 7, Series 9, Series 10, Series 63, Series 65 and life and health insurance. |
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Columbia, MO (573) 442-6171 | Jefferson City, MO (573) 635-6196 | information@williamskeepers.com Member, PKF North America | Copyright © 2008-2010 Williams-Keepers LLC
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