Kaitlin Gakstatter
Senior Wealth Advisor at Oley Kinser Concierge Wealth, LLC
- Role
- Senior Wealth Advisor at Oley Kinser Concierge Wealth, Llc
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Kaitlin Gakstatter
We at Oley Kinser Concierge Wealth, LLC simply aim to achieve ongoing financial…
Experience
Senior Wealth Advisor
Oley Kinser Concierge Wealth, Llc
Mar 2020 — Present
Securities offered through Raymond James Financial Services, Inc, member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Oley Kinser Concierge Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Education
Florida State University
Certificate in Financial Planning
2022 — 2023
University of Oregon
Bachelor of Science (B.S.), Economics
2010 — 2014
Skills
- Program Management
- Nonprofits
- Data Analysis
- Social Media
- Leadership
- Strategic Planning
- Business Development
- Data Entry
- Business Strategy
- Turnaround Experience
- Salesforce.com
- Start-Ups
- Organizational Development
- Marketing Strategy
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