Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Caitlin Gilman

Caitlin Gilman

Registered Associate

Caitin has worked in the financial industry in various roles for over 15 years. She began working as a bank teller and became fully licensed in 2004. She then worked at First Union / Wells Fargo for 10 years, where she served on the Financial Advisors Leadership Council, the Financial Advisor Social Committee, Diversity Council and was a firm ambassador. She continued her career as a financial advisor with Merrill Lynch until joining Framework Financial Planning.

Caitlin primarily focuses on helping Dawn and her clients create and manage a cultivated plan for their finances. She also assists with maintaining a high level of client contact and service.


Besides being her a resource for clients, Caitlin is also a:

  • mom to 24 year old Keairra and two four-legged rescues,
  • wife to Bob (a very patient man),
  • middle sister to six siblings and step siblings,
  • runner,
  • master Star Wars lego builder.

She enjoys reading all books (including Math and Physics), a nice meal with good wine, and the beach.

Caitlin holds her FINRA series 7,63, 66, CRSP and AWMA designations.