ADVISOR BIO

Cary Guffey is a financial advisor with PNC Investments. Cary has been in the financial industry for over 20 years and has experience providing investment advice to individuals, businesses and institutions. Cary is registered to provide investment advice in 14 states, including Alabama, Florida, Georgia, Indiana, Louisiana, Michigan, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas and West Virginia. Cary also has a Series 24, Series 7 and SIE licenses.

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ADVISOR BIO

Cary Gilbreth Beck is a registered investment advisor representative with Raymond James & Associates, Inc. Cary Gilbreth Beck has been in the industry since September 24, 1982. Cary Gilbreth Beck has been with Raymond James & Associates, Inc. since February 13, 2013. Before that Cary Gilbreth Beck was with Morgan Keegan & Company, Inc. for over 11 years. Prior to that, Cary Gilbreth Beck was registered with Regions Investment Company, Inc. for almost 12 years. Before that Cary Gilbreth Beck was with Legg Mason Wood Walker, Incorporated for over 5 months. Prior to that, Cary Gilbreth Beck was with Howard, Weil, Labouisse, Friedrichs Inc. for over 5 years. Cary Gilbreth Beck is licensed to sell securities in 10 states including Alabama, California, Florida, Georgia, Kentucky, New York, North Carolina, Tennessee, and Virginia. Cary Gilbreth Beck specializes in portfolio management for businesses and individuals.

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ADVISOR BIO

Cassandra Lynn Samaj is a financial advisor at Morgan Stanley. Cassandra has been in the financial services industry since 2000 and has a diverse background. She has worked for several prominent firms including Wells Fargo Advisors, UBS Financial Services Inc., AmSouth Investment Services, Inc., and A.G. Edwards & Sons, Inc. Cassandra holds Series 7, 31, 63, and 66 licenses, as well as the SIE exam. Cassandra is registered with the state of Alabama as a Registered Representative and Investment Advisor Representative. Cassandra is licensed to provide investment advice to individuals, corporations, and other entities. She has a strong commitment to providing her clients with personalized financial planning and investment advice.

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ADVISOR BIO

Cassi Martinez is a financial advisor who has been working in the industry since 2015. Cassi is registered with Ameriprise Financial Services, LLC and has been with the firm since October 2015. Cassi is registered in Alabama and has passed the Series 7, Series 66 and SIE exams. Cassi works with a variety of clients, including high-net-worth individuals, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. Cassi's specializations include asset allocation, financial planning, portfolio management, and pension consulting. Cassi also offers educational seminars and publishes periodicals. Cassi is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Cassidy McBurnett is a financial advisor registered with LPL Financial LLC. Cassidy holds the Series 63, SIE, and Series 7TO licenses. Cassidy specializes in providing financial planning, investment management services to individuals and businesses. Cassidy has been in the financial services industry since 2019.

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ADVISOR BIO

Cassie Malchus thomson is a financial advisor with over 12 years of experience in the industry. Cassie is currently registered with Wells Fargo Clearing Services, LLC in Birmingham, Alabama. Cassie has been registered with UBS FINANCIAL SERVICES INC. in the past. Cassie is licensed in several states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Mississippi, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. Cassie holds the Series 7, Series 63, and SIE licenses.

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ADVISOR BIO

Catherine Johnston is an Ameriprise Financial Services, LLC advisor. Catherine has been in the industry since 2003. Catherine is currently registered in Alabama, Colorado, Florida, Georgia, North Carolina, and Texas. Catherine is a licensed securities representative and a registered investment advisor.

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ADVISOR BIO

Catherine Mary Carr is an investment advisor representative registered with Stifel, Nicolaus & Company, Inc. in the state of Alabama since 2015. Catherine has been in the securities industry since 1997 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Catherine holds several licenses and designations, including Series 7, Series 10, Series 9, and Series 66, and has experience in financial planning, pension consulting, and portfolio management for individuals and businesses. Catherine's professional background spans over two decades, demonstrating a commitment to providing investment advice and guidance to clients.

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ADVISOR BIO

Catherine Bragg is an Investment Advisor Representative with Captrust. Catherine is registered in Alabama and is active with the state. Catherine has experience in the financial industry dating back to January 2015. Catherine has held positions with Welch Hornsby, Inc. and CapFinancial Partners, LLC. (CAPTRUST). Catherine specializes in providing financial planning, pension consulting, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Catherine holds the Certified Financial Planner designation.

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ADVISOR BIO

Catherine Ashley Johnson is a registered representative with Morgan Stanley. Catherine has been in the industry since August 30, 2019, and has experience at Raymond James Financial Services, Inc. Catherine holds a Series 7TO, SIE, and Series 7 license. Catherine has also passed the Uniform Combined State Law Examination. Catherine is currently registered with the state of Alabama and Texas. Catherine is located in the Mobile, Alabama branch office of Morgan Stanley.

SPECIALIZATIONS