Kaitlyn P. Weatherly
Wealth Advisory Managing Director
CFP®
Executive Summary
Kaitlyn Weatherly is a Director in BDO’s Wealth Advisors practice, and is responsible for managing clients’ personal objectives, financial goals, portfolio reviews, and estate planning.
Prior to partnering with BDO Wealth in 2017, Kaitlyn was a Partner and Wealth Advisor with LBA Wealth Management. Before this, she worked as an international investment officer with Citi Private Bank, where she managed offshore discretionary trust investment strategies. She also worked as a portfolio manager with U.S. Bank managing discretionary investments within U.S. trusts.
Kaitlyn obtained her Certified Financial Planner (CFP) certification in 2011.