PlanMember
Caitlyn Miller is an experienced content marketer currently working at PlanMember Financial Corporation since March 2023, where responsibilities include developing digital marketing content, optimizing strategies for lead generation, and collaborating with internal teams to enhance brand engagement. Previously, Caitlyn served as a strategist at Red Window Communications LLC, leading marketing strategies for clients, managing budgets, and coordinating creative projects. Additional roles included an associate and intern at the same firm, as well as internships with communications 21 and The University of Mississippi Foundation, where Caitlyn gained expertise in social media, media relations, and public relations. Caitlyn holds a Bachelor of Business Administration in Marketing and Corporate Relations from the University of Mississippi.
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PlanMember
PlanMember Financial Corporation’s wholly owned subsidiary, PlanMember Securities Corporation, is a Top 40 Broker Dealer and top 300 RIA with 8 Billion in assets under management. The Company has 40 Financial Centers in 38 states and over 500 advisors. The firm’s offices and operations are based in Carpinteria, CA.