Prior to joining Raymond James in 2020, Caterina started her career as a financial advisor with Morgan Stanley, where after six years she was promoted to the role of branch manager. It has been a blessing for her to help clients meet their goals and tame the fears associated with investing. On a personal level, she also understands the intricacies of planning the financial success of both a family and small business.
No one enters the financial world with the same level of expertise and comfort, so Caterina meets clients at their level and acts as the bridge between their hard work and financial well-being, giving them the freedom to pursue their goals and provide stable futures for their families.
Caterina met her husband, Michael, while doing an internship at the Omni Fitness Club. They enjoy fitness and the outdoors, participating in CrossFit, taking advantage of West Michigan’s beaches and water and traveling to Spartan races across the country. In July of 2024, they purchased Third Monkey Functional Fitness, home of Spring Lake CrossFit, where we have a mission to make West Michigan healthier by moving and growing stronger. They have two adult children, Nicholas and Jacob, 2 daughters-in-law, and 3 beautiful grandchildren.
Caterina believes her clients depend on clarity and diligence to develop an investment strategy for their specific need and goals. As a fiduciary she is legally bound to act in the best interests of her clients with whom she has an advisory relationship. She looks forward to talking to you about your needs and goals and helping you work toward achieving them.