Catherine M. Elrod

Catherine joined Lewis Wealth Partners in March 2022. She started her career in the industry back in 2000 with First Union Securities, soon after graduating from Virginia Commonwealth University with a Bachelor of Arts in English.

She has extensive operational experience and knowledge derived from previous management positions held with Morgan Stanley, RBC Wealth Management, and Wells Fargo Advisors. Catherine is responsible for directing the team’s operations processes.

She holds her Virginia insurance licenses as well as the Series 7, 24, 66, 9 and 10 licenses.

Catherine lives in New Kent County with her two daughters and her sweet Bluetick Coonhound, Claire. She spends most of her weekends at the ball field, watching her girls play softball. She also enjoys traveling and wine tasting.