CATHY BURGESS, CFP, ADPA, RICP

Financial Advisor

Vice President - Investment Officer

Address: Two International Place, SUITE 2000 , Boston , MA 02110-0000
Phone: 617-854-1933  |  800-643-8069    Fax: 617-342-1444

My Background

My Associate(s): Amy Decareau, Senior Client Associate

My Experience

  • 2015 - Present : Wells Fargo Advisors
  • 2010 - 2015 : Morgan Stanley LLC.
  • 2006 - 2009 : Dreyfus Corporation (A BNY Mellon Company)
  • 1997 - 2006 : Evergreeen Investments
  • 1995 - 1997 : Fidelity Investments

My Education & Credentials

  • BA in Economics, 1995 - Boston College
  • Certificate in Financial Planning - Merrimack College
  • Retirement Income Certified Professional - The American Coll

My Community Involvement

  • Fenway Health Board of Visitors
  • College Club of Greater Lawrence - President
  • Ellevate
  • Boston Estate Planning Council
Securities Registered in the following states: AZ, CA, FL, GA, MA, ME, NH, NJ, NY, RI, SC
Insurance licensed in the following states: CA (Lic. # 0M28281)
CATHY BURGESS: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Massachusetts : Boston Branch