2022 Up and Comers Honoree: Caitlin Leahy

Meet Caitlin Leahy, Financial Advisor at Merrill Lynch

Growing up in Delray Beach, Caitlin Leahy moved to NYC to attend New York University Stern, where she received her BS & MS in Accounting. After 13 years of city life, Leahy moved back to South Florida with her husband and is loving life as a newlywed. No matter where she is, Leahy prides herself on volunteering and being an integral part of the community. She is so happy to be back in Florida and welcomed into the Fort Lauderdale family.

After graduating from NYU, Leahy started her career as a CPA at Deloitte, then worked at a family office specializing in tax and account management of high-net-worth individuals. She transitioned to Merrill in 2018 to add more value to her clients by saving them money through tax-efficient planning while simultaneously growing their assets to help them achieve their financial goals within their means.

WHAT IS YOUR BIGGEST ACCOMPLISHMENT THIS YEAR?

Successfully multitasking a very busy year. From moving to Florida to setting up a professional life in Broward to getting married to making new friends and establishing new connections in the community, I have been very fortunate to find all of this in Fort Lauderdale, the new place I now call home. I look forward to many of years of service to the community.

SFBW Staff
sfbw@lmgfl.com
No Comments

Post A Comment