We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.
Meet the Team
The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.
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Caitlin Sieg joined Merrill Private Wealth Management in 2012. Caitlin is a Private Wealth Manager and a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She focuses on wealth management planning and wealth strategy. Caitlin works with clients and their families to create custom strategies around multi-generational wealth transfer, philanthropic gifting, lifestyle maintenance, business succession planning, estate planning services, and insurance planning. Caitlin also holds a B.A. from The Pennsylvania State University.
Caitlin is a member of the inaugural Millennial Advisory Board designed to explore the acquisition and retention of Next Generation and Millennial clients as well as the recruitment and development of millennial employees within the firm. Caitlin also serves on the Executive Leadership team of Merrill’s Women’s Exchange as the Chair of the National Mentoring Program. The Merrill Women’s Exchange is a grassroots organization that promotes networking and mentorship of women throughout the firm through a foundation of empowerment through connections.
Caitlin was named to the 2023 Forbes “Top Women Wealth Advisors Best-in-State” list. Published on February 2, 2023. Rankings based on data as of September 30, 2022.**
Caitlin was also named to the 2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Published on August 8, 2023. Rankings based on data as of March 31, 2023.***
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER™ in the U.S.
**Source: The Forbes “Top Women Wealth Advisors Best-in-State” list, published on February 2, 2023. Rankings based on data as of September 30, 2022.
Data provided by SHOOK® Research, LLC. Forbes “Top Women Wealth Advisors Best-in-State” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
***Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 8, 2023. Rankings based on data as of March 31, 2023.
2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and firm-generated revenue (investment performance is not a criterion). SHOOKS’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Kathleen Gould has worked at Merrill since 2011, when she moved from Credit Suisse. She has provided administrative support to ultra-high-net-worth clients throughout her career, beginning in 2004 at Morgan Stanley, and continuing at Lehman Brothers and Credit Suisse. A key point of client contact for the team, Kathleen also oversees operations, administration and project management. Kathleen earned a B.S. in Business Finance from De Paul University.
Strategies designed to help you achieve your goals
As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
Our Philosophy
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.
Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America
We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.
A relentless commitment to transparency and customized strategies
As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.
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