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Caitlyn Glover

Client Services Assistant

Phone: (412) 286-1834
Fax: (412) 286-1834
Email: caitlyn.glover@kfg1.com

Caitlyn is a seasoned financial associate dedicated to providing dynamic client service. With a passion for helping others, Caitlyn leverages her extensive industry knowledge and strong interpersonal skills to deliver tailored client services.

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Beyond the Numbers

When Caitlyn is not immersed in her financial career, she enjoys playing volleyball, spending quality time with her beloved cat, Mr. Feeny, and exploring the great outdoors through camping.


Caitlyn has volunteered with the Pittsburgh Steel Wheelers for over seven years, helping to run practices and preparing for home tournaments. She also runs the kitchen, feeding over 150 players and supporting staff during the event.

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Qualifications

With over 7 years of experience in the financial industry, Caitlyn has honed her skills in various positions, including branch operations, branch manager, and office manager. Her strong background in customer service has equipped her with the ability to provide quality support to clients.

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Education

Caitlyn completed her studies at CCBC in 2014. She further enhanced her leadership skills by participating in the I Lead Program in 2021. Her commitment to professional development is evident in her completion of the Banker Skills Class in 2022.​​

Building Your Financial Future

Check the background of your financial professional on FINRA's BrokerCheck.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Phase Marketing LLC to provide information on a topic that may be of interest. Phase Marketing LLC is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through LPL Financial. Member FINRA & SIPC.

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and The Kelley Financial Group are separate entities from LPL Financial.​

Contact

The Kelley Financial Group

Phone: (412) 528-1920

Fax: (412) 528-1920

1605 Carmody Ct #301

Sewickley, PA 15143

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The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CA, CO, DC, FL, GA, HI, ID, IL, KS, MD, MI, MS, NC, NH, NY, NV, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV, and VT.​​

 

LPL Financial, Forbes and SHOOK Research are separate entities.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

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The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

© 2023 The Kelley Financial Group LLC.

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