We’re excited to announce a new addition to the Guerin and English Private Wealth team of Raymond James: Client Service Associate Rylee Kerswell.
Rylee recently graduated from Florida Gulf Coast University with a degree in Finance and a concentration in Financial Services, designed to meet the educational outcomes required by the CFP® Board. During her time at FGCU, she developed a strong foundation in financial planning through coursework in investments, retirement planning, tax planning, and estate planning. She also gained valuable experience through her involvement in student organizations and by helping coordinate a financial wellness event that connected university faculty members with students.
Throughout college, Rylee balanced her studies with valuable roles in hospitality and childcare, working as a long-term babysitter for multiple families and strengthening her customer service skills working at local country clubs. Originally from West Palm Beach, Rylee is excited to begin her career in financial services in Southwest Florida and is continuing to pursue her industry licenses while providing exceptional service and support to clients.
We are thrilled to welcome Rylee to the team. Her knowledge, enthusiasm, and client-focused approach will play an important role in delivering efficient, high-quality relationship management services and supporting our commitment to exceptional client care.
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