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Cathy Butler profile image

Cathy Butler

Retired at Morgan Stanley
Intro Book
Seasoned financial planning expert with 44 years of experience in estate planning and financial advisory services.
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Location
Peoria Metropolitan Area, US
Skills
  • Estate Planning
  • Asset Management
  • Planning
  • Planners
  • Financial Planning
  • Show all
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Bio

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Cathy Butler is a seasoned financial planning expert with 44 years of experience in estate planning, asset management, and financial advisory services. She holds multiple certifications, including CHARTERED RETIREMENT PLANNING COUNSELOR℠, CERTIFIED FINANCIAL PLANNER™, and CERTIFIED TRUST AND FINANCIAL ADVISOR. Cathy has worked with top companies like Morgan Stanley, Merrill Lynch, and National City Bank, serving high net worth clients and trust groups. With a Bachelor of Science in Business Administration from Western Illinois University, Cathy brings a strong educational foundation to her work. She has been recognized for her expertise in estate planning and financial advisory services, with a career spanning over four decades.

Credentials

  • CHARTERED RETIREMENT PLANNING COUNSELOR℠
    College of Financial Planning
    Jan, 2008
    - Jun, 2026
  • CERTIFIED FINANCIAL PLANNER™*
    Certified Financial Planner Board of Standards
    Jan, 2007
    - Jun, 2026
  • CERTIFIED TRUST AND FINANCIAL ADVISOR
    American Bankers Association
    Jan, 2002
    - Jun, 2026

Experience

  • Morgan Stanley
    • Retired
      • Sep 2009 - Dec 2019
  • Merrill Lynch
    • Peoria, IL
    • Financial Advisor
      • 2002 - 2009
      • Peoria, IL

      I started by career as a financial advisory and completed my CFP®* and CRPC® certifications while at Merrill Lynch.

  • National City Bank
    • Peoria, IL
    • Senior Vice President and Manager of Private Client Group
      • 1980 - 2002
      • Peoria, IL

      I completed 22 years at Commercial National Bank, First of America and National City Bank last servicing as the manager for the Private Client Group serving trust and high net worth clients.

Education

  • 1975 - 1979
    Western Illinois University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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