Edward Jones - Financial Advisor: Catherine K Watkins, CFP®|WMCP®|AAMS®|CRPC™|CKA®

Services Offered

• retirement planning
• education savings
• tax-efficient investment management

About

Catherine K Watkins is a Certified Financial Planner (CFP®) and financial advisor based in Sumter, South Carolina. She provides comprehensive financial planning services, focusing on retirement preparation, education savings, and tax-efficient investment strategies. As part of Edward Jones, Catherine emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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