Caitlin Frederick, CFA, CFP®

Caitlin Frederick, CFA, CFP®

Partner, Director of Financial Planning, Wealth Advisor

Caitlin is the Director of Financial Planning and a Wealth Advisor. Her primary role is to lead and enhance the financial planning process for all of our clients. She also assists clients who utilize our Divorce Advisory Services.

Prior to joining Ullmann Wealth Partners, Caitlin worked in the Valuation and Capital Markets groups at PwC for over five years. Most recently, Caitlin worked for a local boutique investment banking firm performing business valuations.

Caitlin earned a Masters in Accounting and Finance, and a BA in Economics, from Vanderbilt University.  Caitlin became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2023. She is a member of the AICPA and the CFA Society of Jacksonville and is co-author of Move Forward Confidently: A Woman's Guide to Navigating the High-Net-Worth Divorce 

Caitlin and her husband have young children and live in Atlantic Beach. She is active in Rotary International and the Association for Corporate Growth. In her spare time, she enjoys practicing yoga and going to the beach with her family.