Jaclyn Klotz
Senior Registered Client Associate
Just a few years later and a move to Citrus County FL, my financial career truly began.
I discovered banking in 1998 and worked at two wonderful banking institutions until joining Raymond James in 2017. In 2022 after careful consideration from my team, our group made the decision to move our practice to Wells Fargo Advisors. During my years in banking/investments I enjoyed roles in management, lending, client services, and investments. I’ve had some wonderful mentors along the way, and had the chance to be a mentor as well.
Living and working in a close-knit community allows opportunity to really connect with those around me. From client interaction to working with my team, I truly feel blessed and look forward to what each day will bring.
When away from my work team, I like to spend quality time with family and lifelong friends whom I love dearly. Living in Central Florida allows for adventures such as theme park visits and fun in the sun. There is always something fun to do and we enjoy as much as we can!
Investment and Insurance Products:
- NOT FDIC Insured
- NO Bank Guarantee
- MAY Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.