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 local firm. I came to work at Edward Jones because I saw firsthand the quality-oriented, long-term investment philosophy of the firm. I realized the impact Edward Jones had made on peoples' lives and wanted to be part in providing a positive influence in my community.
I attended the University of South Carolina and graduated cum laude in 1994 with a Bachelor of Science degree in business administration, majoring in accounting. In 1995, I received my master of accountancy degree from the University of South Carolina. In 2007, I earned the CFP® certification, which is provided to individuals who meet The Certified Financial Planner Board of Standards, Inc. requirements for professionalism in financial services.
My husband, Vince, and I have two sons, Vincent and Bradley, graduates of Sumter High School and the University of South Carolina in Columbia. We are members of Alice Drive Baptist Church and I am a member of the Sumter Sunrise Rotary Club and served as president, 2010-2011.
My branch office administrator, Stephanie Humphreys, has been with Edward Jones since the fall of 2018. She was raised in a military family, joined the military herself, and then married her husband, Burt, while stationed at Pope AFB. She has three children, Michael, Matthew and Abby, and is a member and volunteer at Alice Drive Baptist Church-Pocalla campus.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Military Professionals & Veterans
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Active Lifestyle
- Real Estate
Phone NumberCatherine K Watkins at (803) 773-8373
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