Kylee Wood
Wealth Management Client Associate
- Role
- Wealth Management Client Associate at Merrill Lynch
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Kylee Wood
I am a Wealth Management Client Associate at Merrill Lynch, where I support…
Experience
Wealth Management Client Associate
Sep 2025 — Present · Naples, FL, US
Provides excellent Client Service to the bank\'s clients through educating them on all of the bank\'s service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank\'s policies and procedures to support operational excellence, protect the bank\'s clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank\'s offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Education
Alzar School
10th Grade
2019 — 2019
Florida State University
Bachelor of Science - BS
2023
Hampton Roads Academy
7th-12th
2015 — 2021
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.