Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Senior Financial Advisor
Senior Portfolio Advisor
Caitlin Firth joined Merrill Lynch Wealth Management in 2004 and worked side by side with her father, David W. Firth, for ten years. While David retired in 2014, Caitlin maintains the principles David brought to his business and relationships. Those principles stem from a quote by Charles E. Merrill: "The interests of our clients always come first" and become rooted with a quote often attributed to Theodore Roosevelt, "people don't care how much you know until they know how much you care".
Caitlin graduated from the University of Oregon in 2003 with a Bachelor of Science degree in Economics and a minor in Business Administration. Having always been a student-athlete, Caitlin continued with athletics by joining the University of Oregon Track and Field team as a red-shirt Freshman, throwing the discus and hammer. In her junior year, Caitlin transitioned to, and competed with the Oregon Club Sports Crew team.
After college, Caitlin returned to her home town of Pacific Grove, CA and managed the day-side logistics for the local store of a major national retail corporation. However, she jumped at the opportunity when a position became available at Merrill Lynch Wealth Management in Carmel, CA. For five of the 15 years Caitlin was in Carmel, she returned to her high school as a volunteer coach for the throwing events (discus and shot put).
While remaining strongly connected to Monterey County, she recently relocated to the East Bay area after becoming engaged in November 2018. Caitlin plans to make frequent visits to Carmel, San Francisco and Southern Oregon to meet with clients and visit family. When away from the office, Caitlin and her fiance, Dillan, enjoy hiking and bike riding on the trails around San Ramon and Danville. Also, Caitlin is looking forward to getting back to her woodworking hobby and a way to support the local Attention Deficit Hyperactivity Disorder (ADHD) community.
I follow the deep-seated Merrill 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
Personalized advice, disciplined investing and ongoing review can make this a reality.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Structured Credit Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.