Cathy Belcher, Financial Advisor
Professional Overview
Cathy Belcher is an experienced Financial Advisor with a strong background in providing comprehensive financial planning and investment management services to clients in the healthcare industry. Her expertise spans areas such as retirement planning, wealth management, and risk mitigation strategies.
Current Role
Cathy currently serves as a Financial Advisor at Carilion Clinic, a leading healthcare system in Roanoke, Virginia. In this role, she is responsible for developing tailored financial solutions to help Carilion's employees and patients achieve their long-term financial goals. Cathy's dedication to client-centric service has earned her a reputation for delivering exceptional outcomes and building lasting relationships with her clients.
Career Progression
Prior to joining Carilion Clinic, Cathy held the position of Financial Advisor at a prominent wealth management firm in the region, where she honed her skills in investment analysis, portfolio construction, and client education. Her ability to navigate complex financial landscapes and provide practical guidance has been instrumental in driving positive outcomes for her clients throughout her career.
Academic Background
Cathy holds a Bachelor of Science in Finance from the University of Virginia, where she graduated with honors. She is also a Certified Financial Planner (CFP®), a designation that reflects her commitment to upholding the highest standards of ethical and professional conduct in the financial services industry.
Areas of Expertise
- Retirement planning and wealth management
- Investment portfolio construction and optimization
- Risk management and insurance planning
- Tax-efficient financial strategies
- Client education and communication
Professional Impact
Cathy's dedication to her clients and the healthcare community has been recognized through her active involvement in industry associations and her contributions to local financial education initiatives. She has been a frequent speaker at Carilion Clinic's employee financial wellness seminars, helping to empower the organization's workforce to make informed decisions about their financial future.
Conclusion
With her extensive experience, specialized expertise, and client-centric approach, Cathy Belcher is a valuable asset to the Carilion Clinic team and the broader Roanoke community. She is committed to continuing her professional growth and making a meaningful impact on the financial well-being of her clients.
