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Caitlin Ady

OFFICE ADMINISTRATOR 

Overview

I create and distribute client agendas to the advisors to help them prepare for their client meetings. I upload meeting notes to client profiles and assign tasks to the appropriate person for post meeting actions. I conduct daily internal meetings to ensure everything is prepared for their day.  I also assist in answering the phone, greeting clients, and getting the client presentations ready in the conference room. I aim to help wherever I am needed to keep our office running smoothly.

ACCREDITATIONS & EDUCATION

  • Kent State University - B.B.A. Bachelor of Business Administration

HOBBIES AND PERSONAL LIFE

  • I love going to Country Music Concerts.
  • I just got married on November 6, 2021.
  • We have 4 nephews and one god-daughter, who along with our god-daughter’s sister, we spoil tremendously.

FAVORITE QUOTE

“Life is 10% what happens to you, and 90% how you react to it.”

Caitlin Ady  <br>- Office Administrator -

330-856-6345

cady@w3wealth.com

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