Cathy Waters joined Waverly Advisors in October of 2024 after 9258 Wealth Management was acquired by Waverly Advisors, LLC. She serves as an Advisor Support Specialist at Waverly, where she brings a wealth of experience and dedication to her role. Cathy holds the Investment Advisor Representative (IAR) certification and earned her Bachelor of Science in Finance from the Miami University Farmer School of Business.
Cathy excels in building strong, personal relationships with her clients. She finds immense joy in getting to know them on a personal level, often considering them more like family. Cathy takes pride in her ability to educate and explain financial concepts in a way that is easily understandable, ensuring her clients feel confident and informed about their financial decisions.
Beyond her professional achievements, Cathy is deeply committed to her community. She is an active member of the Community Emergency Response Team (CERT) and participates in various volunteer opportunities through her church. Her dedication to service reflects her passion for helping others and making a positive impact.
Cathy enjoys a variety of activities that keep her both active and relaxed. She has a passion for competitive shooting, which challenges her precision and focus. Kayaking and walking trails allow her to connect with nature and stay fit. She also loves immersing herself in a good book and spending quality time with loved ones, which brings her joy and balance.