Caitlin Perry Email & Phone Number

As a Rutland, Vermont native, I care deeply for the community I serve. My passion for helping others, coupled with my interest and enthusiasm for understanding the markets, makes going to "work" one of my favorite parts of my day! I want to know what's important to you; I want to understand your goals, your dreams and any questions or concerns you might have.I focus on creating and protecting retirement income, but most enjoy building meaningful relationships with my clients, built through honest communication and education around what to expect. I enjoy working with folks with complex financial needs, business owners and multiple generations, to help organize, build and enjoy your wealth; as well as creating and implementing proven wealth transfer strategies. I often partner with my clients' CPAs and attorneys, keeping my clients, and their best interest, at the forefront of our planning.My goal is to get to know you! Although there's no "one size fits all" approach to your financial journey, by using our established process to build personalized strategies, we can create a strategy to help you achieve your goals. We'll then partner together, throughout your life, to help keep you on track.When I'm not in the office or volunteering my time with local Rotary and Boys and Girls Clubs, you can usually find me outdoors. I enjoy exploring the mountains and paddling the lakes. To survive the Vermont winters, I'm an avid skier/snowboarder and recently took up snowshoeing.In partnering with me and UBS, we can meet flexibly; either in my office or by leveraging technology. I work with folks in 32 states across the country and meet how and when it's convenient for you. Let's start the conversation today!/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

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  Financial Advisor

  Ubs