In an ever-changing industry, leading an organization with enthusiasm and confidence is essential to the success of the business and its clients. Caitlyn is the personification of these necessities. She leads with dedication and integrity as a Wealth Advisor, the Founder, and President of Key Wealth Management.
Caitlyn attained the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and Accredited Asset Management SpecialistSM Designation and continues to commit herself to continued industry education. In 2022, Caitlyn was awarded Forbes Top Women Wealth Advisors Best-in-State and is passionate about inspiring other women to be successful in the wealth management industry.
As a child, Caitlyn would often tell her family that she wanted to be a banker or a counselor. Always determined, these aspirations set her on a course toward the career she built, which ultimately combined both goals from her childhood. Today, Caitlyn’s goal is to empower her clients through education and the creation of a financial plan that aligns with their life’s vision.
Understanding the complexities of the financial industry comes naturally to Caitlyn. She can translate complicated topics into a manner that is relatable and easy to understand so that clients can make well-informed decisions and feel confident in their choices as they develop a framework around their goals.
Beyond Caitlyn’s passion for the industry, she values the relationships that are developed through the financial planning process. As a CFP®, she is thorough when establishing and maintaining relationships with clients to ensure each aspect of their life is addressed in a comprehensive plan. She believes it’s imperative to utilize the expertise of others to get the best results possible. Therefore, her team will regularly enlist the knowledge of other trusted professionals such as attorneys, CPAs, real estate agents, and budget specialists to provide necessary guidance for clients based on their unique situations.
Before joining Raymond James, Caitlyn was a financial advisor with Edward Jones for nine years, where she served as a growth leader, field trainer and mentor for her colleagues. She graduated cum laude from Arizona State University with a bachelor’s degree in Finance.
The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of 7 years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Research Summary (As of February, 2022) 34,500 nominations were received, based on thresholds (9,850 Women) 18,465 Advisors were invited to complete the online survey. 13,549 Advisors were interviewed by telephone. 2,610 Advisors were interviewed in-person at the Advisors' location and 1,203 were Advisor web based interviews. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Please visit https://www.forbes.com/best-in-state-women-advisors/#252129e26b20 for more information.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
I am originally from Simi Valley, CA but have considered Scottsdale, AZ home for nearly two decades. My husband, Joe, and I feel fortunate that we have successfully recruited most of our family to join us living in this beautiful community. Although our careers are demanding, we value quality time with each other and socializing with our friends. If we’re not working, we’re boating, golfing, or taking advantage of each opportunity to travel. We’ve had the chance to visit 40 countries, and I hope to continue adding to that number to explore and learn about other new places and cultures.
I consider myself blessed to have a rewarding career, a fantastic support system of family and friends, and of course our sweet “baby” Tinkerbelle.