Client Service Specialist
csmith@merceradvisors.com
877.642.5224
Caitlin believes in providing high level customer service and gains great satisfaction assisting our clients along their wealth management journey. Caitlin was born and raised in Sacramento, later moving to Santa Barbara. There she attended Westmont College and earned her bachelor’s degree in Biology, before pivoting into financial services. In her free time, Caitlin enjoys reading fantasy books and watching hockey
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