SENIOR LEADERSHIP & RELATIONSHIP MANAGEMENT TEAM
Cathy L. Thomas, CRPS®
Managing Director, Chief Operating Officer,
Senior Relationship Manager
Cathy brings over 40-years of financial services industry experience to our team. She joined Paul Reynolds at Wheat First Securities in 1991 and is one of the founding members of Triangle Wealth Management. Cathy has two roles; COO and Senior Relationship Manager. She embraces each of these roles as integral to providing the highest level of ethical standards, trust, and care to Triangle’s clients and associates alike.
In Her Own Words:
“I am both motivated and humbled every day by the trust our clients place in us. It is deeply and personally rewarding to help families plan for and enjoy life. The relationships I have with our clients and our wonderful team accord me the rare gift of truly loving my work.”
Past Experience:
Client Relationship Associate, Wachovia Securities and predecessor firms
Associate Vice-President, Retirement and Special Account Services, Davenport & Co.
Credentials/Certifications:
Chartered Retirement Plan Specialist
Old Dominion University