Kendall Luthringer
Trust Associate
- Role
- Trust Associate at Florida Trust Wealth Management
- Location
- Fort Myers, FL, US
- LinkedIn followers
- 500 followers
About Kendall Luthringer
Trust Associate with 2 years of experience at Florida Trust, specializing in helping…
Experience
Trust Associate
Florida Trust Wealth Management
Jun 2024 — Present · Fort Myers, FL, US
Develop and maintain strong relationships with clients by assisting in addressing their financial needs and providing personalized wealth management solutionsAddress and resolve any disputes related to trust administration by finding amicable solutions to protect clients\' interestsPrepare and review detailed reports, account statements, and documentation for clients and regulatory authorities
Education
University of Florida
Bachelor of Business Administration - BBA
2020 — 2024
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