Karen is a Client Relations Manager for JLS Wealth Management. She oversees day-to-day operations of client accounts, including requests, correspondence and scheduling appointments. She also handles all securities and insurance licensing requests and other support required by representatives in the office.
Karen focuses on excellence in client service in the financial field and enjoys working closely with clients regarding questions and requirements of their financial investments.
Karen has worked in the financial industry for over 13 years. At her previous company, Karen managed all office duties from receptionist to operations manager.
Karen holds an associate’s degree in legal assisting from Pasco-Hernando Community College and graduated with honors. She was president of Legal Eagles Club and also a member of the Phi Theta Kappa Honor Society