Sarasota, Fla. — March 29, 2023 — Wealth Methods Companions (WSP), a boutique whole wealth administration observe, in the present day introduced the rent of Jacqueline Kulle as Wealth Supervisor in its Sarasota workplace. On this position, Kulle will deal with constructing relationships, offering white-glove service and implementing complete and tailor-made monetary planning options on behalf of the observe’s high-net-worth shoppers.
Previous to becoming a member of the crew, Kulle labored as an affiliate funding advisor at a quantitative funding agency. She presently holds Sequence 7, Sequence 63 and Sequence 65 licenses.
“Wealth Methods Companions has grow to be recognized for our world-class consumer expertise,” stated WSP founder, Paul Allen, CFP®, MS. “Jacqueline’s monetary experience, mixed along with her ardour for constructing relationships and offering Ritz-Carlton-level service to our shoppers, makes her an ideal match for our crew as we proceed to develop and strengthen our popularity in Sarasota and past.”
Kulle is a Sarasota native. She earned her bachelor’s diploma in finance with cum laude honors from Florida State College (FSU) in 2021.
About Wealth Methods Companions:
Wealth Methods Companions, a member of the Raymond James Monetary Providers community, is a boutique generational wealth administration crew. With places of work in Nashville, TN, and Sarasota, FL, the observe’s advisors work with households, retirees, entrepreneurs and high-net-worth people to instill confidence by making complicated monetary conditions simpler to know. For extra data, please go to www.raymondjames.com/wealthstrategiespartners/.
About Raymond James Monetary Providers
As of three/31/2022. Raymond James Monetary Providers, Inc. is a monetary providers agency supporting unbiased monetary advisors nationwide. Since 1974, Raymond James Monetary Providers Inc., member FINRA/SIPC, has supplied a variety of funding and wealth planning associated providers by means of its affiliate, Raymond James & Associates, Inc., member New York Inventory Change/SIPC. Each dealer/sellers are wholly owned subsidiaries of Raymond James Monetary, Inc. (NYSE-RJF) a number one diversified monetary providers firm with roughly 8,200 monetary advisors all through the USA, Canada and abroad. Complete consumer property are $1.02 trillion. Further data is obtainable at raymondjames.com.
Securities provided by means of Raymond James Monetary Providers, Inc., member FINRA / SIPC. Funding advisory providers provided by means of Raymond James Monetary Providers Advisors, Inc. Wealth Methods Companions will not be a registered dealer/vendor and is unbiased of Raymond James Monetary Providers.
For extra data, contact Wealth Methods Companions at 941-413-0570. 400 Burns Ct., Sarasota, FL 34236.