Kaitlyn Weatherly - BDO Jacksonville

Kaitlyn P. Weatherly

Wealth Advisory Director

CFP

BDO Jacksonville

904-394-0837

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Executive Summary

Kaitlyn Weatherly is a Director in BDO’s Wealth Advisory 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.

Education

Master of Finance, Tulane University A.B. Freeman School of Business
B.A., Finance, Tulane University A.B. Freeman School of Business

Community Involvement

Jacksonville Public Library Foundation, Board Member and Treasurer
Women’s Board of Jacksonville