Retirement Income Planning
Investments/ IRAs/ 401Ks
Business Retirement Planning
Social Security Coaching
Health Care Cost Planning
EMPOWERING THROUGH FINANCIAL INDEPENDENCE
Cathey L. Williamson is President and Chief Executive Officer of Williamson Financial Management Group (WFMG), a comprehensive financial services firm. Williamson has over 20 years of experience in wealth management and specializes in retirement planning, investments, financial planning for individuals and small businesses and financial education for all ages. Additionally, she serves her community with life and health insurance planning services.
Cathey began her financial investment career at a larger national firm. After many years of success, Cathey realized she needed the freedom to truly engage with her clients, without being artificially driven by predetermined sales quotas. Her true purpose was not to be a product salesperson or to meet quota after quota.
Cathey founded WFMG to implement her true passion — to empower her clients to discover their vision and reach their goals through holistic financial planning.
Financial education, debt management, sound investments, and a diversified portfolio are essential to financial empowerment. Guiding her clients into financial independence and leveraging the financial markets are paramount to her. Cathey has earned the reputation of someone who can be trusted.
During her extensive career, she has facilitated and presented numerous financial seminars for targeted audiences, i.e., small business owners, faith communities, youth groups, and other community organizations. In her spare time, Cathey enjoys activities with her three young grandchildren and is actively involved in her church as a Financial Peace University co-lead.
Williamson attended the University of Tennessee-Martin for Business and possesses the Series 7, 65, and 66 securities licenses. She is currently licensed in eight states (MO, IL, CA, GA, AL, FL, TX, and MI.) In addition, she holds a Life and Health Insurance license. Her 20+ years of experience in retail management and sales have reinforced her excellent business acumen.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Williamson Financial Management Group LLC are not affiliated.
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