Universal Healthcare | Universal Wealth Management
Registered Financial Advisor | Independent Life and Health Insurance Broker
Medicare / Social Security Insurance Specialist
Kaitlyn has been an integral part of the Universal Healthcare / Wealth Management Team in various capacities for nearly a dozen years. A graduate of Bryant University where she received her Bachelor of Science Degree in Business Administration with a dual concentration in Management and Entrepreneurship, Kaitlyn is a registered representative with Universal Wealth Management and Royal Alliance Associates, Inc., a prominent independent, full service broker-dealer, providing clients with personalized investment and retirement advice.
Kaitlyn’s primary focus as a financial advisor is inclusive of Universal Wealth Management’s healthcare division. As the director of UWM’s growing healthcare division, Kaitlyn oversees all of UWM’s agents and their clients. Kaitlyn directly works with healthcare clients focusing on Retirement Planning, Social Security benefits, Medicare and Medicaid Planning, Individual Life and Health Insurance Planning, as well as Small and Large Group Business Insurance Planning. Additionally, she coordinates and executes all of UWM’s healthcare events, including Social Security, Medicare and the “Medicare Untangled” series. In 2022, Kaitlyn produces more than 65 events during the Medicare Open Enrollment Period annually.
Kaitlyn resides in Cranston, RI with her fiancé and daughters, Analeiah and Aurora.