Wealth Management Assistant
Kaylee Sullivan is a Wealth Management Assistant for the Seacoast Wealth Management 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 highest 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.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit