Cathy Peveto
Financial Advisor at Edward Jones - Strategic Planning for Retirement - Asset Allocation Strategies
- Role
- Financial Advisor at Edward Jones
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Cathy Peveto
Your financial decisions affect every other part of your life. I joined Edward Jones to…
Experience
Financial Advisor
Jan 2012 — Present
Deliver personalized investment advice to help clients achieve their financial goals* Committed to a long-term philosophy that emphasizes quality and diversification.* Relationship driven* Portfolio reviews to maintain diversification and goal focus* Access to in-house expertise such as equity research analysts, economic and market experts, portfolio managers, product analysts and trust service professionals.* Customized planning and strategy reports created for clients; Preparing Retirement, Living in Retirement, Education Funding, Planning for the Unexpected and Wealth Transfer* Online tools available* Appointment days/times that meet client needs
Education
McNeese State University
Economics & Finance
1983
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