Posted 04/01/2025
Financial Advisor / Relationship Manager
Bring on new clients annually through networking, prospecting events, developing referral relationships with professionals who fit our profile for centers of influence, and client referrals Successfully assist in managing existing clients in the Sanibel market and surrounding communities resulting in a high retention rate Teaming up with clients’ tax, legal, insurance and other professionals to provide comprehensive and aligned financial services Stay abreast of industry and regulatory updates,
Robin L. Cook - Suncoast Equity Management, LLC