Jared Wurtzel, CFP®, is currently the Senior Vice President of Wealth Management at Raymond James, where they develop and execute tailored investment strategies for clients. Previously, Jared held various roles including Vice President and Senior Investment Advisor at PNC Private Bank and Registered Client Associate & Financial Advisor at Merrill Lynch. Jared began their financial services career with Northwestern Mutual and later worked as an Assistant Vice President, Portfolio Manager at iAB Wealth Management. With a strong background in managing fiduciary and retirement accounts, Jared collaborates with specialists to help clients achieve their financial goals.
Location
Sarasota, United States