Kaitlin has been working in the financial services industry since 2013. She joined Avidian Wealth Solutions in December 2019. Prior to Avidian, Kaitlin was a Registered Associate and Business Service Manager with Morgan Stanley where she focused on building and maintaining client relationships.
Kaitlin assists with day-to-day administrative operations and the relationship management process. She provides additional support to the advisors to ensure clients receive superior service. Kaitlin graduated from the University of Wyoming with a bachelor’s degree in finance and a minor in banking and financial services.
Kaitlin and her husband, Blake, enjoy traveling and spending time with family and friends.
We look forward
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!