Background
Caitlin is a Vice President and Wealth Advisor at Truist. She brings over 10 years of financial services experience to her current role, having worked in New York at J.P. Morgan prior to joining the Truist team. Caitlin focuses on providing a comprehensive wealth management experience, taking a team approach that brings together specialists in investments, financial planning, risk management, trust services, estate strategies and credit advisory.
Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
Caitlin and her husband, Matthew, have been married since
2014 and have two children, Caroline and Andrew. They spent 11 years in New York but
traded the city for the Virginia countryside in 2020. It was important to them to
be closer to family and find a welcoming community where they could start the next
chapter of their life and careers. Outside of work, Caitlin enjoys running, tennis, cooking
and spending time with their kids. Her passion for financial literacy and
relationship management drives her purpose as a Wealth Advisor.
