July 2025- Knoxville, TN – We are pleased to announce the promotion of Caitlyn Urgiles to Trading Specialist. Caitlyn has been a valued member of our firm’s Investment Team since joining in 2022. 

In her new role, Caitlyn is responsible for supporting the ongoing management of our firm’s trading processes. Her responsibilities include modeling client investment portfolios and executing securities transactions in alignment with our firm’s equity and fixed-income investment strategies. 

Brad Eaton, Senior Vice President of Investment Services, praised Caitlyn’s growth and impact: “Caitlyn has grown tremendously – both personally and professionally – since joining S.E.E.D. in 2022.  Her commitment to excellence and to serving the needs of the firm’s clients provides an outstanding example for others across the organization.”   

S.E.E.D. Planning Group, LLC

2030 Falling Waters Rd, Ste 180

Knoxville, TN 37922

(865) 213-5356