Cat Gill is a seasoned financial services professional with a strong background in client service, investment operations, and wealth management. Originally from Texas, she earned her bachelor’s degree in management from the University of North Texas and later completed an MBA in organizational behavior.
Cat began her career at Mesch, a fee-based wealth management and CPA firm, where she played a pivotal role in client communications, account management, meeting preparation, and tax-related support. After relocating to Portland, Oregon, she joined Merrill Lynch, where she gained valuable experience assisting multiple advisors and deepened her passion for client engagement. Most recently, Cat worked at M Financial, excelling in investment operations and refining her expertise in high-touch client service.
Now a Senior Client Service Advisor at Phillips and Company, Cat Gill specializes in providing high-touch support for clients navigating their retirement planning journey. With a detail-oriented approach and a deep commitment to personalized service, she ensures that clients feel informed, confident, and supported in achieving their financial goals. Cat plays a key role in enhancing client experiences and communication, helping individuals and families plan for a secure and successful retirement.
With a passion for delivering exceptional service and fostering meaningful connections, Cat is excited to contribute her expertise to Phillips and Company and looks forward to working closely with clients.