Caitlin Leonard

CLIENT SERVICE ASSOCIATE

Caitlin is the first point of contact for all client servicing needs. She handles appointment scheduling, account updates, and document processing. She enjoys helping people and providing smooth and efficient client services. Caitlin holds a Bachelor’s degree in Anthropology from Texas Tech University, as well as a Master’s in Library Science From the University of North Texas.

 

In her spare time Caitlin enjoys spending time outside with her dog or riding her bike, experimenting with new recipes, and spending time with friends and family.

15660 DALLAS PKWY

SUITE 910

DALLAS, TX 75248

  • FullCircle Facebook
  • FullCircle LinkedIn

COPYRIGHT © 2018 

ALL RIGHTS RESERVED

M (972) 480-6200

F (972) 674-2136

Securities offered through Triad Advisors member FINRA/SIPC.
Advisory Services offered through FullCircle Wealth.
FullCircle Wealth is not affiliated with Triad Advisors. Member FINRA / SIPC

Check the background of the Firm and the Investment Professional(s) on FINRA's BrokerCheck

phone.jpg
location.png