Client Associate
Kaitlyn graduated in 2017 from North Central College in Naperville with her Bachelor of Arts degree in English with journalism and art emphases. With a background of working in the financial services industry during summers in high school and college, Kaitlyn joined a team at Ameriprise in 2018 as a social media intern. She became more interested in the client service side of the business during this period and after six months, Kaitlyn was promoted to a full-time administrative assistant. During her time there, Kaitlyn was able to begin honing her skills in finance covering all daily duties for six advisors and over 2,000 clients.
Kaitlyn left Ameriprise to join Chad Henry at ForthRight Wealth Management, a UBS Financial Services team, in March 2022 as a client service associate and is excited to continue her journey helping clients. She truly enjoys the opportunity to work with Chad and their clients as she continues to flourish in the her career within the financial services industry.
When she is not at work, Kaitlyn enjoys spending time with her family and friends, writing, music, traveling, photography, and going to concerts.
Client Associate
Kaitlyn graduated in 2017 from North Central College in Naperville with her Bachelor of Arts degree in English with journalism and art emphases. With a background of working in the financial services industry during summers in high school and college, Kaitlyn joined a team at Ameriprise in 2018 as a social media intern. She became more interested in the client service side of the business during this period and after six months, Kaitlyn was promoted to a full-time administrative assistant. During her time there, Kaitlyn was able to begin honing her skills in finance covering all daily duties for six advisors and over 2,000 clients.
Kaitlyn left Ameriprise to join Chad Henry at ForthRight Wealth Management, a UBS Financial Services team, in March 2022 as a client service associate and is excited to continue her journey helping clients. She truly enjoys the opportunity to work with Chad and their clients as she continues to flourish in the her career within the financial services industry.
When she is not at work, Kaitlyn enjoys spending time with her family and friends, writing, music, traveling, photography, and going to concerts.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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