Client Service Specialist - SC&H Financial Advisors, Inc.
As a Client Service Specialist with SC&H Financial Advisors, Caitlin Garner brings a high level of passion and expertise to help clients develop and implement the right strategies for achieving true financial freedom.
Caitlin joined SC&H Financial Advisors from Fidelity Investments, where she served as a Private Client Specialist. In this role, she assisted in managing the portfolios of high net worth clients, sales and business development efforts, and the execution of client-requested stock and mutual fund trades. She received numerous awards and accolades, including being named a Fidelity Investments President’s Circle Nominee for two consecutive years. Caitlin also received the Fidelity Investments Excellence in Action Award.
Prior to working at Fidelity Investments, Caitlin served as the Assistant to the Director of Investment Services at the Chesapeake Bank & Trust Company. While there, she researched stock portfolios, served as the liaison between the Director of Investment Services and Primevest Financial Services, and prepared correspondence with clients.
Caitlin also had the unique opportunity of serving as a Research Assistant to a Member of Parliament in the House of Commons in London, England. In this position, Caitlin researched and prepared Written Parliamentary Questions submitted to Cabinet Members of the Labour Party, drafted press releases, and created reports for Opposition Transport Committee meetings.
A graduate of Washington College in Chestertown, MD, Caitlin received a Bachelor of Arts in Economics and International Studies. She also studied at the London School of Economics and Political Science during a semester abroad.
Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. We have individuals licensed to offer securities in the states of CA, CO, CT, DC, DE, FL, GA, HI, IN, MA, MD, NC, NJ, NY, NV, OH, PA, SC, TX, and VA. This is not an offer to sell securities in any other state or jurisdiction. Advisory Services offered through SC&H Financial Advisors, Inc. SC&H Financial Advisors, Inc. and Triad Advisors Inc. are unaffiliated entities.