Caitlyn Marie Tierney
Investment adviser representative at Westover Capital Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$652.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Westover Capital Advisors, LLCSep 2025 to now
- Avantax Advisory ServicesDec 2022 to Aug 2025
- Avantax Investment Services Inc.Dec 2022 to Aug 2025
- Fenstermacher & Company, PcFeb 2020 to Aug 2025
- Wells Fargo BankJul 2019 to Jan 2020
- University of DelawareAug 2014 to Jun 2018
- Westover Capital Advisors, LLCJan 2014 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (DE).
Westover Capital Advisors, LLC
$652.9MAssets managed
267Clients
6Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7227047
- Firm CRD
- 126520