Office Manager
CurrentKlingman & Associates provides comprehensive wealth management services to affluent individuals, corporate executives, professional athletes, and their families. Our services are focused on the premise that one’s financial well-being is about much more than their investment portfolio. I am responsible for helping to establish firm strategy and then leading and managing the company in the pursuit of that strategy.Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Investment advisory services offered through Klingman & Associates, LLC. (For important disclosure information, please see the social media disclosure link under "contact info".)Klingman & Associates, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services.