Carrie King

Partner, Chief Compliance Officer

Role: Partner, Chief Compliance Officer and Director of Trading at Ullmann Wealth Partners
Location: Jacksonville, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Carrie King

Investment Advisory and Insurance services offered through Ullmann Wealth Partners Group…

Experience

Partner, Chief Compliance Officer and Director of Trading
Ullmann Wealth Partners
Nov 2017 — Present · Jacksonville Beach, FL, US

Education

University of North Florida - College of Business Administration
MBA, Finance
1993 — 1995

Skills

Trading
Financial Analysis
Equities
French Cuisine
Hedge Funds
Valuation

Contact information

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Work email
c••••@ullmannwealthpartners.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••26

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Current company

Ullmann Wealth Partners

Financial Services · 13 employees · Founded 2002 · Jacksonville Beach, Florida, United States

Ullmann Wealth Partners provides a diverse range of wealth management services, from investment management to advanced planning needs. We empower our clients with a customized, systematic process to help in achieving overall financial health. In pursuit of the goals we define together, Ullmann Wealth Partners\' approach to wealth management combines best practices in investment management, advanced planning, and coordination with your other expert professional advisors. It’s a wider perspective that’s bigger than financial products and market returns. It is a process, carefully mapped, monitored, and refined. Our client relationships are a true collaboration built on leadership, openness, care and proactivity. Investment Advisory and Insurance services offered through Ullmann Financial Group, a registered investment adviser, DBA Ullmann Wealth Partners. Divorce services offered through the Divorce Advisory Group division of Ullmann Wealth Partners. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

ullmannwealthpartners.com

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About Carrie King

Experience

Partner, Chief Compliance Officer and Director of Trading

Education

University of North Florida - College of Business Administration

Skills

Find verified contacts for anyone on LinkedIn