Please welcome Zaida Jackson, Client Support Associate, to the team. Zaida brings over eight years of multifaceted experience in the financial services industry. Prior to joining the firm, she gained expertise in FINRA and state regulatory compliance requirements as they relate to advisor registration. Zaida earned her Bachelor’s of Arts Degree in Communication from Florida Atlantic University. In her free time, Zaida enjoys the outdoors, home-improvement projects and spending time with her family.
Dylan Kesterson also joined the firm this spring as a Client Support Associate. Dylan is a native of Winter Park, Florida, and a graduate of the University of Florida’s Muma College of Business. While at USF, he earned his Bachelor of Science degree in Finance with a concentration in asset management, and was a student analyst for the school’s student-managed investment fund. Prior to joining the firm, Dylan worked with a local financial firm as a financial advisor and client relationship manager.
Read more about Zaida and Dylan and the rest of our team by clicking here!