Catherine Watkins, Financial Advisor located in Sumter, SC

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
  • Military Professionals & Veterans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • WMCP®

    Wealth Management Certified Professional®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CKA®

    Certified Kingdom Advisor®

Personal Interests

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

Team Members

  • Bradley Watkins
    Registered Branch Associate Trainee
  • Stephanie Humphreys
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

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

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.