Catherine Harris is a dedicated financial professional with 27 years of experience helping individuals and families plan for their financial futures. A graduate of Brevard College, Cathy brings a thoughtful, relationship-driven approach to financial planning that reflects her lifelong passion for helping others.
Born and raised in Greensboro, North Carolina, Cathy relocated to The Villages nearly a decade ago and has fully embraced the community and lifestyle it offers. Whether exploring the area by golf cart or discovering all that Florida has to offer, she values connection—both to her surroundings and to the people she serves.
Early in her career, Cathy considered becoming a social worker and advocate for the homeless. That same desire to serve others ultimately led her to financial advising, where she found another meaningful way to make a difference. She takes great pride in helping clients navigate financial decisions, pursue their goals, and build long-term plans that support their families for generations to come. Cathy frequently works with multiple generations within the same family, allowing her to provide continuity, insight, and personalized guidance over time.
Outside of the office, Cathy enjoys traveling, reading, working on jigsaw puzzles, fishing, and spending quality time with her family. Her genuine interest in people—both professionally and personally—forms the foundation of the collaborative relationships she builds with her clients.