Cathy Belcher
Financial Advisor | Roanoke, Virginia, United States
Professional Overview
Cathy Belcher is a seasoned Financial Advisor with a strong track record of providing comprehensive financial planning and investment management services to individual and institutional clients. With expertise across wealth management, retirement planning, and risk mitigation strategies, Cathy is dedicated to helping clients achieve their long-term financial goals.
Experience Summary
Current Role
Cathy currently serves as a Financial Advisor at Carilion Clinic, a leading healthcare organization in Roanoke, Virginia. In this role, she is responsible for providing personalized financial guidance and customized investment solutions to the organization's employees and their families. Cathy's in-depth understanding of complex financial products and her ability to translate technical information into easy-to-understand recommendations have earned her the trust of her clients and the respect of her colleagues.
Career Progression
Prior to joining Carilion Clinic, Cathy held various financial advisory positions with reputable firms, including Wells Fargo and Merrill Lynch. Throughout her career, she has consistently demonstrated a deep commitment to client advocacy, proactive portfolio management, and continuous professional development. Cathy's ability to navigate changing market conditions and identify growth opportunities has been instrumental in helping her clients achieve their desired financial outcomes.
Academic Background
Cathy holds a Bachelor of Science in Finance from the University of Virginia, where she graduated with honors. She also holds the Certified Financial Planner (CFP®) designation, which is recognized as the gold standard in the financial planning industry.
Areas of Expertise
- Comprehensive financial planning and investment management
- Retirement planning and income strategies
- Risk management and insurance solutions
- Tax-efficient wealth preservation and transfer
- Employer-sponsored retirement plan optimization
Professional Impact
Cathy's dedication to delivering exceptional client service and her innovative approach to financial planning have earned her numerous accolades. She has been recognized as a top-performing financial advisor within her organization and has been invited to speak at industry conferences on topics such as retirement readiness and investment portfolio construction.
Conclusion
With over 15 years of experience in the financial services industry, Cathy Belcher is a trusted advisor who is committed to empowering her clients to achieve their financial aspirations. Her holistic approach to wealth management, combined with her deep technical expertise and client-centric mindset, make her an invaluable asset to the individuals and organizations she serves.
