Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Katiebeth Worrell CFP®, CRPC®
Managing Director – Investments
OVERVIEW
Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives.
My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you. We’ll work together to evaluate your current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial program using the various investment tools we have at Benjamin F. Edwards & Co.
As we implement your strategy, we will continue to work together to monitor your progress, making adjustments as your needs and goals change, and/or as opportunities in the markets present themselves.
I very much look forward to showing you what our client-first investment approach can mean for you and your family.
Phone 903-893-8338
Toll Free Phone 844-893-8338
Phone (Direct) 903-893-8338
What is a CRPC®? A CHARTERED RETIREMENT PLANNING COUNSELORSM, or CRPC®, designation from the College for Financial Planning indicates that the holder has completed a rigorous course of study that addresses pre- and post-retirement needs, including asset management and estate planning. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, and are subject to a disciplinary process.
Check the background of this investment professional on FINRA’s BrokerCheck