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|
Seacoast Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.LPL.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.