Caitlin Babcock is our dedicated Client Service Associate at Cinergy Wealth Life and Legacy of Raymond James, where she is committed to making every client feel supported, valued, and confident in their financial journey. She holds both the Series 7 and Series 66 licenses, which reflect her strong foundation in investment services and advisory support. With a background in financial services and client-facing roles, Caitlin brings both knowledge and empathy to her work, understanding the deep importance of legacy planning and personalized service.
Before joining Raymond James, Caitlin held a similar role where she built lasting relationships with clients, managed daily service requests, and tailored solutions to meet their unique financial and operational needs. Her passion lies in connecting with people and helping them achieve their goals through attentive, high-quality service.
Originally from the small town of Dayton, Kentucky, Caitlin now resides in Bellevue, Kentucky. Outside the office, Caitlin enjoys spending quality time with her husband and daughter, Emersyn. She also loves exploring new places, diving into a good book, and discovering local restaurants and coffee shops.
