ADVISOR BIO

Cassandra Thornock is a financial advisor at Beacon Pointe Advisors, LLC, with over 8 years of experience in the financial services industry. Cassandra has worked for several firms in the past including EF Legacy Securities, LLC, Sanders Morris Harris LLC, and Vanguard Marketing Corporation. Cassandra is registered to provide investment advice in Arizona. Cassandra holds the Series 7, Series 63, and Series 66 securities licenses and is a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

Cassandra L Calhoun is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Cassandra has been in the industry since 2017 and has experience in providing advisory services to a wide range of clients, including individuals, corporations, and charitable organizations. Cassandra is licensed to provide investment advice in multiple states, including California, Texas, and others. Cassandra's expertise includes providing investment advice, portfolio management, and educational seminars. Cassandra is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Catherine Anderson is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Newport Beach, California. Catherine has over 30 years of experience in the financial services industry. Catherine is a Series 7 and Series 63 registered representative. Catherine is also a Series 65 registered investment advisor. Prior to joining Wells Fargo Advisors, Catherine worked as a financial advisor with UBS Financial Services Inc. in Newport Beach, California. Catherine provides financial planning and investment management services to individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Catherine Wilson is a financial advisor with Charles Schwab & CO., Inc. Catherine is registered in 28 states and has 2 years of experience in the financial services industry. Catherine's areas of expertise include financial planning, wrap fee program sponsor and financial planning advisor referral program. Catherine is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Catherine Watson Rusk is a financial advisor at UBS Financial Services Inc. Catherine has been in the financial services industry for over 20 years, having started her career in 2004. Catherine has her Series 7, Series 66, and SIE licenses, and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Catherine is also experienced in financial planning, portfolio management, and investment management.

SPECIALIZATIONS

ADVISOR BIO

Catherine L Theisen is a financial advisor who has been working in the financial services industry since 1999. Catherine is currently registered with Wedbush Securities Inc. Catherine is licensed to provide securities-related advice in 9 states, including Arizona, California, Colorado, Idaho, Nevada, Ohio, Oregon, and Utah. Catherine has also passed the Series 7, Series 31, Series 63, and Series 65 exams.

SPECIALIZATIONS

ADVISOR BIO

Catherine Julia Cocheteux is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Catherine has been in the industry since 2017. Catherine has a Series 66 license and Series 7, 9, 10 licenses. Catherine has been registered with the state of California since 2017 and holds an active license with Texas.

SPECIALIZATIONS

ADVISOR BIO

Catherine Constance Christ is a financial advisor with over 25 years of experience in the financial services industry. Catherine is currently registered with Sageview Advisory Group, LLC in California and Utah and holds a Series 6, 63, and 65 licenses. Catherine has a proven track record of success in helping individuals and families reach their financial goals. Catherine specializes in providing comprehensive financial planning, portfolio management, and investment advisory services. Catherine has extensive experience working with high-net-worth individuals, families, corporations, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Catherine Prentice is a financial advisor with Beacon Pointe Advisors, LLC. Catherine has been in the industry since 2004 and has experience working with a variety of clients, including individuals, corporations, charities, and pooled investment vehicles. Catherine holds a Series 7, Series 55, and Series 66 license. Prior to joining Beacon Pointe Advisors, LLC, Catherine worked at Syndicated Capital, Inc., Brookstreet Securities Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Catherine is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Cathie Callahan d'itri is an investment advisor representative with Western International Securities, Inc. located in Newport Beach, CA. Cathie has been in the securities industry since 1988. Cathie has a Series 7, Series 31, Series 63, and Series 66 license. Cathie's previous employers include Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Finacor Securities, TDI, Incorporated, Mischler Financial Group, Inc., Liberty Capital Markets, Inc., Fidelity Distributors Corporation, Bryan, Worley & Co., Inc., BancTexas Securities Inc., Smith Barney, Harris Upham & Co., Incorporated, H. B. Shaine & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS