Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Firth Group
WHO WE ARE
The Firth Group operates today with the same principles as our founder, David Firth, whose philosophy, after 38 years of working with clients at Merrill Lynch, is reflected in a quote by Charles E. Merrill in 1914, “The interests of our clients always come first.”
We strive to get to know each client on a deep level, and focus on working with multi-generational families, at times serving two or three generations. They are typically high net-worth families who could benefit from working with a financial professional to assist with long-term goals. We offer personalized attention and the global resources of one of the world’s largest financial services firms. We design custom investment plans for each client given their individual goals, risk tolerance, and time horizon. Whether you are building, preserving, or transitioning your wealth, we take the time to understand your financial life goals.
With our team’s legacy, our 20 plus years of collective knowledge, and our commitment to excellence, our goal is to provide insight and wisdom into each aspect of a client’s financial life. |OUR TEAM
Senior Financial Advisor
Senior Portfolio Advisor
Caitlin joined her father, David Firth, in the Carmel office of Merrill Lynch in 2004, and is continuing his investment philosophy since his retirement in July of 2014. With over 14 years of Financial Services industry experience, Caitlin is building upon and David’s investment philosophies, with the objective of consistently providing a superior client experience. She grew up in Pacific Grove and attended Notre Dame High School in Salinas, CA. Caitlin went on to graduate from the University of Oregon in 2003 with a B.S. in Economics and a minor in Business Administration. While in Oregon, she was on the University of Oregon Track and Field team, throwing the discus and hammer. In her junior year, Caitlin competed with the Club Sports Crew team. She is currently living in Pacific Grove and enjoys going to a woodshop class twice a week.
Eric joined Merrill Lynch with The Firth Group 2017 where he handles account administration and client relations for the team. He began his banking career in 1998 and joined Bank of America in 2007 where he has had a variety of roles within the financial centers. His last role was a Small Business Consultant where he assisted small business clients with banking and lending needs. He is bilingual in English and Spanish fluently. Eric and his wife are Monterey Bay Locals and have a daughter. In their free time Eric and his family enjoy traveling, hiking, biking and the beach.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Notre Dame High School Salinas
University of Oregon
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.