Catherine Batson, CFP®
Assistant Vice President, PWM Portfolio Specialist
Catherine Batson joined The Floyd McMillan Scott Group in May 2022 and now brings 20 years of experience in advanced planning and investment management. As a Certified Financial Planner™, she is the fourth member of our team to hold this prestigious designation, reinforcing our commitment to delivering comprehensive, client-centered financial strategies.
A native of Greensboro, NC, Catherine has lived in Charlotte for the past 10 years. She earned her Bachelor of Science in Business Management with a concentration in Finance from NC State University. Her work is driven by a passion for helping clients navigate complex financial decisions and achieve their long-term goals.
Outside the office, Catherine enjoys cooking, spending time outdoors, traveling, and being with friends and family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.