Caitlyn Cawthon's Professional Contact Details

HQ
+1(407) 478-7899
Location
Altamonte Springs, Florida

Caitlyn Cawthon's Current Company Details

Spraker West Wealth Management, Inc. is an independent, fee-only, SEC Registered Investment Advisory (RIA) firm. We provide holistic financial planning and comprehensive wealth management for individuals, famil...
Spraker West Wealth Management, Inc. is an independent, fee-only, SEC Registered Investment Advisory (RIA) firm. We provide holistic financial planning and comprehensive wealth management for individuals, families, foundations, and trusts. Our Team, which includes both CFA® and CFP® fiduciary professionals, has over 70 years of industry experience.We have no products to sell, no brokerage sales quotas to fulfill, no prizes to win, and NO COMMISSIONS to generate from our recommendations. We do not own nor are we affiliated with any company or subsidiary of a company that generates commissions. We are motivated solely to help fulfill our clients' personal financial goals and to address their planning concerns and investment fears with timely and personalized communication from our Team of professionals.From the front desk to the back office, we've created a positive and relaxing environment to reflect our service commitment to each and every client, including hourly consulting for those who do not meet the minimum portfolio management requirements.Core Values• Uncompromising honesty, integrity, and objectivity• Consistent stewardship of client assets using a fiduciary standard of care• Dedicated, meticulous and personal client communication • Conscientious community serviceValue PropositionWe provide reliable, honest, direct, comprehensive advice to our clients and manage their portfolios to provide the best risk-adjusted returns to meet their goals, always being sensitive to their current needs and risk tolerance.

Caitlyn Cawthon's Work History and Education

Spraker West Wealth Management, Inc.
Client Service Coordinator
2023 - Present
Orange County Regional History Center
Development Manager
2022 - 2022 • 7 months
BryteBridge Nonprofit Solutions
Senior Development Specialist
2021 - 2022 • 1 year
Bleeding Disorders Foundation of Florida
Development Coordinator
2015 - 2017 • 2 years
PetSmart
Cashier
2012 - 2013 • 1 year

Frequently Asked Questions about Caitlyn Cawthon


What company does Caitlyn Cawthon work for?

Caitlyn Cawthon works for Spraker West Wealth Management, Inc..

What is Caitlyn Cawthon's role at Spraker West Wealth Management, Inc.?

Caitlyn Cawthon's role at Spraker West Wealth Management, Inc. is Client Service Coordinator.

What is Caitlyn Cawthon's email address?

Caitlyn Cawthon's email address is c**@sprakerwest.com.

What is Caitlyn Cawthon's business email address?

Caitlyn Cawthon's business email address is c**@sprakerwest.com.

What is Caitlyn Cawthon's HQ phone number?

Caitlyn Cawthon's HQ phone number is +1(407) 478-7899.

What industry does Caitlyn Cawthon work in?

Caitlyn Cawthon works in the Financial Services industry.

Who are Caitlyn Cawthon's colleagues?

Caitlyn Cawthon's colleagues are Connie Belford, John West, Susan Spraker, Kelly Trocki and more.
Business Manager
President, Sr Financial Advisor, COO, CCO
Administrative/Client Services Assistant
Chief Compliance Officer

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