Wealth Methods Companions Hires Jacqueline Kulle as Wealth Supervisor

Sarasota, Fla. — March 29, 2023 — Wealth Methods Companions (WSP), a boutique complete wealth administration apply, right now introduced the rent of Jacqueline Kulle as Wealth Supervisor in its Sarasota workplace. On this function, Kulle will give attention to constructing relationships, offering white-glove service and implementing complete and tailor-made monetary planning options on behalf of the apply’s high-net-worth purchasers.

Previous to becoming a member of the group, Kulle labored as an affiliate funding advisor at a quantitative funding agency. She at present holds Sequence 7, Sequence 63 and Sequence 65 licenses.

“Wealth Methods Companions has grow to be recognized for our world-class shopper expertise,” stated WSP founder, Paul Allen, CFP®, MS. “Jacqueline’s monetary experience, mixed together with her ardour for constructing relationships and offering Ritz-Carlton-level service to our purchasers, makes her an ideal match for our group as we proceed to increase and strengthen our repute 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 group. With places of work in Nashville, TN, and Sarasota, FL, the apply’s advisors work with households, retirees, entrepreneurs and high-net-worth people to instill confidence by making advanced monetary conditions simpler to grasp. 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 companies agency supporting unbiased monetary advisors nationwide. Since 1974, Raymond James Monetary Providers Inc., member FINRA/SIPC, has offered a variety of funding and wealth planning associated companies by 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 companies firm with roughly 8,200 monetary advisors all through america, Canada and abroad. Complete shopper belongings are $1.02 trillion. Extra data is out there at raymondjames.com.

Securities supplied by Raymond James Monetary Providers, Inc., member FINRA / SIPC. Funding advisory companies supplied by Raymond James Monetary Providers Advisors, Inc. Wealth Methods Companions shouldn’t be a registered dealer/supplier 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.


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