Cathleen P. McCloy, CFP®

Cathleen P. McCloy, CFP®

Principal and Wealth Advisor

As a financial services professional offering investment advice for over 30 years, Cathy is committed to providing personalized financial guidance to address each client’s unique needs.

Cathy holds a Bachelor of Science degree in Finance from New York University and is a Certified Financial Planner (CFP©) having completed the Financial Planning Program of Adelphi University in 1989.

She began in the industry with Smith Barney in 1982 and became Vice President-Investments, then moved to Prudential Securities as First Vice President-Investments in 1991, before starting her own independent practice in 2000.

Originally from New York, Cathy now lives in Virginia with her husband Rudy.  She enjoys golf, tennis and cycling.

Cathy can also be reached at

Office address: Thrive Wealth Advisors, 4 Heron Ct., Cape Charles, VA  23310