Sarasota, Fla. — March 29, 2023 — Wealth Strategies Partners (WSP), a boutique total wealth management practice, today announced the hire of Jacqueline Kulle as Wealth Manager in its Sarasota office. In this role, Kulle will focus on building relationships, providing white-glove service and implementing comprehensive and tailored financial planning solutions on behalf of the practice’s high-net-worth clients.
Prior to joining the team, Kulle worked as an associate investment advisor at a quantitative investment firm. She currently holds Series 7, Series 63 and Series 65 licenses.
“Wealth Strategies Partners has become known for our world-class client experience,” said WSP founder, Paul Allen, CFP®, MS. “Jacqueline’s financial expertise, combined with her passion for building relationships and providing Ritz-Carlton-level service to our clients, makes her a perfect fit for our team as we continue to expand and strengthen our reputation in Sarasota and beyond.”
Kulle is a Sarasota native. She earned her bachelor’s degree in finance with cum laude honors from Florida State University (FSU) in 2021.
About Wealth Strategies Partners:
Wealth Strategies Partners, a member of the Raymond James Financial Services network, is a boutique generational wealth management team. With offices in Nashville, TN, and Sarasota, FL, the practice’s advisors work with families, retirees, entrepreneurs and high-net-worth individuals to instill confidence by making complex financial situations easier to understand. For more information, please visit www.raymondjames.com/wealthstrategiespartners/.
About Raymond James Financial Services
As of 3/31/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wealth Strategies Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
For more information, contact Wealth Strategies Partners at 941-413-0570. 400 Burns Ct., Sarasota, FL 34236.