Kaitlyn P. Weatherly, CFP®

With a career spanning over 15 years in finance and wealth management, Kaitlyn brings a wealth of expertise to her role as Partner at Atlantic Edge Private Wealth Management. Her diverse experience equips her with a comprehensive understanding of investment strategies, financial planning, and wealth advisory.

Prior to her current position, Kaitlyn served as Managing Director at BDO, where she provided financial planning and investment expertise to high-net-worth clients. She also held directorial roles at the firm, further enhancing her leadership capabilities.
 

Kaitlyn's professional journey includes a tenure as a Wealth Manager at LBA Wealth Management, LLC, where she worked closely with clients to develop personalized financial solutions tailored to their objectives and goals. Her experience also includes roles as an Assistant Vice President at Citi, managing offshore discretionary trust investment strategies, and as a Portfolio Manager in the Private Client Group at US Bank, overseeing discretionary investments within U.S. Trusts.
 

With a strong academic foundation, Kaitlyn holds a Master of Finance in Investments and a Bachelor of Science in Management in Finance from the A.B. Freeman School of Business at Tulane University.
 

Outside of the office, Kaitlyn enjoys spending time with her husband Blake and their two children. Kaitlyn also loves playing tennis with her team at Epping Forest. 

Kaitlyn is very passionate about philanthropy and has served on several committees with The Women's Board foundation.