Cathy Lu Espel
Vice President, Financial Planner
Experience
- Working in the financial services industry since 2013
- Currently focused on assisting young professionals
- Extensive experience with healthcare professionals with student loans
Education
- University of Tennessee at Knoxville, MA
- University of New York at Stony Brook, BS
Professional Affiliations/Licenses
- FINRA Series 7 and 66 (BrokerCheck)
- CERTIFIED FINANCIAL PLANNER® professional
- Life, Health and Accident Insurance Licenses
Registered representative and agent, First Horizon Advisors, Inc.
