Office: 301 East Main Street, Suite 102, Starkville, MS 39759
Meet Cate Robinson, a graduate of Mississippi State University and a CERTIFIED FINANCIAL PLANNER™ with over a decade of experience in the financial industry. She currently serves as the Assistant Vice President and Senior Wealth Advisor at Cadence Investment Services and holds Series 7 and Series 66 registrations with LPL Financial.
Cate specializes in investment strategies, retirement planning, tax and estate planning, and insurance analysis, providing tailored guidance for each client’s unique needs.
In addition to her advisory role, Cate is an adjunct lecturer in Finance and Economics at Mississippi State University (MSU), president of the Financial Planning Association of Mississippi, and serves as president on the MSU Finance Department’s Advisory Board and as Chapter Advisory Board chair of the Delta Omega Chapter of Kappa Delta Sorority at MSU.