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Cathy Wilkinson
FINANCIAL ADVISOR
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding your goals. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strat...... Show More
Location & Business Hours
Tuesday
09:00AM to 05:00PM
Wednesday
09:00AM to 05:00PM
Thursday
09:00AM to 05:00PM
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About
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding your goals. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.In 2002, I joined Edward Jones as a financial advisor, opening the firm's first branch office in Port Huron.I earned a master's degree from Central Michigan University and a bachelor's degree in business from Walsh College of Accountancy and Business Administration.I am an active member of the community and am a member of the Chamber of Commerce and the Blue Water Estate Planning Council. I have served as past trustee for the Community Foundation of St. Clair County and am a past member of Port Huron Hospital planned giving committee, past president of Blue Water Chamber of Commerce and past director of YMCA.I was also invited to attend the 2015, 2016, 2017, 2018, 2019 and 2020 Barron's Winner's Circle Top Women Advisors Summit in Palm Beach, Fla., hosted by Barron's magazine. This exclusive conference, created to enhance the performance development of those who work with individual investors, represents the nation's top women financial advisors, as well as industry decision-makers.My husband, Randy, and I have three children – Kelley (Nick), Rob (Ashley) and Katey – and three grandchildren – Gracie, Ben and Charlotte. I have lived in the Port Huron area my entire life.My branch team consists of senior branch office administrators Kim Gossman and Ruth Field who have combined experience of over 20 years. Together, they are dedicated to providing you with the highest level of service possible.We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
Specialities
Wealth Strategies
Retirement Income Strategies
Business Retirement Plans
Entrepreneurs & Business Owners
Estate & Legacy Strategies
Insurance & Annuities
Golfing
Pets
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FAQs
Here are some Frequently Asked Questions about Cathy Wilkinson
What is Cathy Wilkinson’s work email address?
Cathy Wilkinson’s professional email address is c*************n@e**********.com. You can also email Cathy Wilkinson by clicking on the contact Cathy Wilkinson.
Where is Cathy Wilkinson based out of?
Cathy Wilkinson’s primary location is Port Huron, MI.
What is Cathy Wilkinson's phone number?
Cathy Wilkinson's phone number is (810) 984-4653
What is Cathy Wilkinson's title??
Cathy Wilkinson is a FINANCIAL ADVISOR.
What are Cathy Wilkinson's areas of expertise?
Cathy Wilkinson specializes in Wealth Strategies, Retirement Income Strategies, Business Retirement Plans, Entrepreneurs & Business Owners, Estate & Legacy Strategies, Insurance & Annuities, Golfing, Pets, Reading, Volunteering.
