Kaitlin M. Ealy, SE-AWMA™, CRPC™

Direct Line: 404-902-8248

Kaitlin helps families and individuals build confidence in their financial future so they can focus less on money stress and more on what truly matters in life. She’s passionate about making financial guidance clear, practical, and tailored to each person’s goals.

She works with a wide range of clients, from retirees looking for steady, reliable income, to families and professionals growing their wealth, to athletes and entertainers who want to protect and manage their success. No matter the stage of life, Kaitlin believes in creating personalized strategies that give her clients the potential for peace of mind.

Kaitlin began her career at Merrill Lynch, GCIAS, where she developed a strong foundation in client-focused, goals-based planning. As a Chartered Retirement Planning Counselor™ (CRPC™) and a Sports & Entertainment Accredited Wealth Management Advisor^™ (SE-AWMA^®), she takes a holistic approach that includes retirement readiness, cash flow planning, tax-smart strategies, and estate considerations. Every plan is designed to align with her clients’ values and long-term vision.

Born in Cincinnati and raised in Atlanta, Kaitlin earned her Bachelor of Business Administration in Marketing from Kennesaw State University. She combines her academic background with years of industry experience to help clients create meaningful, lasting financial security.

Outside of work, Kaitlin is deeply committed to giving back to her community. She serves on the Board of Directors for Andee’s Army, a nonprofit dedicated to funding the recovery of children who have sustained brain and spinal cord injuries. Kaitlin also actively supports several other nonprofit organizations, including Children’s Healthcare of Atlanta and Shepherd Center.