Kaitlyn Carrai

Kaitlyn Carrai joined Joel Isaacson & Co., LLC in 2023.

She is committed to helping clients navigate their wealth management needs with confidence and peace of mind. Prior to joining JICO, she worked at LPL Financial and Vanguard, supporting financial advisors across the country and focusing on high-net-worth clients.

Kaitlyn earned her BSBA in Finance from the University of North Carolina at Charlotte, holds Series 7 and Series 63 licenses, and is currently working toward her CFP® designation, further strengthening her expertise in investment products and comprehensive financial planning.

She currently lives in Midtown, New York and loves the fast-paced environment of the city after living in the south most of her life. She enjoys dancing, spending time with family and friends, and traveling to new places.