Education
College of Mount St Joseph
College of Mount St JosephDoctor of Physical Therapy
FINANCIAL ADVISOR
Caitlin R McBee
AAMS™
119 N Fort Thomas Ave, Ft Thomas, KY 41075opens in a new windowAccepting New Clients
Serving clients with $250,000
Focus Areas
- Retirement Savings Strategies
- LGBTQ+ Finances
- Divorce Finances
- Wealth Strategies
- Employee Stock Options
- Entrepreneurs & Business Owners
About Caitlin
What's important about money to you?
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.
As a former physical therapist, I bring experience, empathy and a keen understanding of the impacts that unexpected life changes can have and how having sound financial strategies in place is imperative. Our branch team can help to address your financial pain points and partner with you to protect what matters to you most.
I attended Mount St. Joseph...
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.
As a former physical therapist, I bring experience, empathy and a keen understanding of the impacts that unexpected life changes can have and how having sound financial strategies in place is imperative. Our branch team can help to address your financial pain points and partner with you to protect what matters to you most.
I attended Mount St. Joseph...
Certifications
AAMS™
Accredited Asset Management Specialist™
Education
College of Mount St Joseph
College of Mount St JosephDoctor of Physical Therapy
Personal Interests
- Spending Time with Family
- Traveling
- Running
- Tennis
- Cooking
Team Members
Oliver SandovalSr. Branch Office Administrator
Rosa ThomasSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
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