Kaylee Smith

Kaylee Smith Email and Phone Number

UNF graduate with a BBA in Finance and Financial Planning. Seeking to become a licensed CFP and help others reach their financial goals. @ Beachside Wealth Partners
jacksonville beach, florida, united states
Kaylee Smith's Location
Metro Jacksonville, United States
About Kaylee Smith

I recently graduated from the University of North Florida, with a BBA in Finance and Financial Planning. During my undergraduate years, I mainly worked in the banking industry, which helped me realize my true passion of helping people reach their financial goals. During my senior year of college I secured an internship at Beachside Wealth Partners - Raymond James, where I was offered a full time Client Manager position after I graduated. After graduating, I began to study for the SIE and Series 7 Exam. I recently passed both exams and became a Registered Representative at my branch. I will continue studying for my other licenses, including my CFP designation.

Kaylee Smith's Current Company Details
Beachside Wealth Partners

Beachside Wealth Partners

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UNF graduate with a BBA in Finance and Financial Planning. Seeking to become a licensed CFP and help others reach their financial goals.
jacksonville beach, florida, united states
Employees:
5
Kaylee Smith Work Experience Details
  • Beachside Wealth Partners
    Client Services Manager
    Beachside Wealth Partners Aug 2021 - Present
    Jacksonville Beach, Florida, United States
    I currently work at Beachside Wealth Partners - Raymond James as a Client Services Manager. I manage all incoming requests, questions, and follow-up's for over 100 clients. I support the Financial Advisors with portfolio research, market updates, and account monitoring. I also construct annual and quarterly reviews for both individual clients and retirement plans. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Beachside Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial ServicesFor important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
  • Community First Credit Union
    Teller Solutions Representative
    Community First Credit Union Jan 2020 - Aug 2021
    Neptune Beach, Florida, United States
    At Community First Credit Union, I worked as a part time Teller Solutions Representative. My work responsibilities include assisting members with transactions, recommending our products and services based on member needs, and completing transactions as efficiently as possible.
  • Adventure Landing
    Birthday Supervisor
    Adventure Landing May 2016 - Jan 2020
    Jacksonville, Florida Area
    During high school I worked in the Birthday Department at Adventure Landing, as a Birthday Supervisor. My job responsibilities include booking and checking in birthday parties, confirming reservations, supervising birthday party captains, and handling customer complaints.
  • Vystar Credit Union
    Student Manager Intern
    Vystar Credit Union Jun 2017 - May 2018
    Jacksonville, Florida Area
    During my senior year in high school, VyStar Credit Union had taken the initiative to open a high school branch at my school, to which I was trained to run as the Student Branch Manager. Before the branch grand opening, I was given extensive training in financial literacy, accounting, professionalism and marketing. I worked at both my school branch and the Jacksonville Beach branch, as a Teller and a Member Relationship Specialist.
  • Winn-Dixie
    Bagger
    Winn-Dixie Apr 2015 - May 2016
    Jacksonville, Florida Area
    As a Bagger at Winn-Dixie, my job responsibilities varied on a day-to-day basis. These included greeting the customers, taking out the trash, pushing in grocery carts, refilling the ice machine, bagging groceries, and replacing expired goods.

Kaylee Smith Education Details

Frequently Asked Questions about Kaylee Smith

What company does Kaylee Smith work for?

Kaylee Smith works for Beachside Wealth Partners

What is Kaylee Smith's role at the current company?

Kaylee Smith's current role is UNF graduate with a BBA in Finance and Financial Planning. Seeking to become a licensed CFP and help others reach their financial goals..

What schools did Kaylee Smith attend?

Kaylee Smith attended University Of North Florida, Duncan U. Fletcher High School.

Who are Kaylee Smith's colleagues?

Kaylee Smith's colleagues are Victoria Fitzmorris, Frances Povloski, Cris Rojas, Ilayda Gulcan.

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