Seacoast Investment Services

Kaylee Sullivan

Kaylee Sullivan

Seacoast Investment Services

WEALTH SALES ASSISTANT

Kaylee Sullivan is a Wealth Sales Assistant for the Seacoast Investment Services team and supports the daily operations in our North Florida region. Ensuring clients have open lines of communication and a seamless experience with their advisor is her biggest priority. Kaylee joined the Seacoast team with 5 years of experience in customer service, sales assistance, and administrative support. Her experience qualifies her to work collaboratively with her team to ensure clients receive the service they deserve. 

Kaylee is a Williston, Florida native where she resides on her family farm with her fiancé, corgi, and two labs. When not assisting clients, she enjoys spending time with family and friends, being outdoors, and traveling.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

Connect with a Local Advisor.

Are you interested in contacting a local, Florida advisor to discuss your individual financial needs? We’d love to speak with you. Schedule a consultation today.



Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from,and not affiliates of Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:
 
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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
 

Our Four Promises.

At Seacoast Bank, everything we do is based upon core beliefs summarized in the Four Promises we make to you. When you entrust your banking to us, we promise to:
right team to serve you
Get you comfortable with the right products and the right team to serve you
Make your day-to-day banking simple
Make your day-to-day banking simple
Resolve out-of-the-ordinary items responsively
Resolve out-of-the-ordinary items responsively
Invest in you and your community
Invest in you and your community