Caitlin Persson

Director of Client Service & Operations

Caitlin began her career in finance with Wells Fargo in the Charleston, SC area in 2013 after attending James Madison University. She came to Bank of America in 2014, and spent two years as a Relationship Manager assisting clients with their retail banking needs prior to making the transition to Merrill Lynch in 2016. In the years Caitlin spent working closely with her previous team in Charleston, she completed the SIE, Series 7, and Series 66 to obtain full registration.

In 2021, Caitlin returned home to the Charlottesville, VA area to be closer to family. She and her husband, Daniel, a professional carpenter by trade, stay busy with their ten-year-old daughter, three-year-old son, and loveable pup, Scooby Doo. Outside of work, you can find Caitlin with her nose in a book, or perusing the record store to add to her ever-growing collection of vintage vinyl.  She has a passion for finding and restoring mid-century modern furniture, and considers the local antique shops and thrift stores her “home away from home.” 

Phone 434-234-9328