Our Associates

Since 1996 Kendall Higginbotham has been a Financial Advisor dedicated to helping his clients meet their financial goals. He will take the time to understand your individual goals and risk tolerance and help you develop an appropriate strategy to balance income, potential growth and risk. Through clear communication, he will assist in helping to keep your portfolio on track toward your specific investment objectives and will not waiver in his commitment to you.

Kendall attended Florida State University from 1986-1988 and transferred to earn a bachelor’s degree in economics from Metropolitan State University in Denver, Colorado in 1989. Kendall specializes in providing comprehensive investment and retirement planning services to both individuals and businesses. He works closely with his clients in formulating appropriate investment strategies and will incorporate asset allocation strategies based on your unique needs.

When he’s not serving his clients, Kendall enjoys many outdoor activities such as, golfing, hunting, fishing and skiing. He is a member of the Ionic Lodge No. 101 in Jacksonville, a member of the Jacksonville Chamber of Commerce and is also an active member of Safari Club International. Kendall is also involved in charity organizations such as Second Harvest Food Bank, Wolfson’s Children’s Hospital and Shriner’s Hospital.

Known for his thoughtful approach and attention to detail, Greg takes pride in helping guide clients through each stage of their financial journey, always with a focus on long-term success and security. Outside of his professional work, Greg is actively involved in the Jacksonville community and enjoys spending quality time with his wife and two children. He is an avid fan of beach, sports and embraces the vibrant outdoor lifestyle Florida has to offer.

Greg Zier is an accomplished financial professional with over 13 years of experience providing comprehensive financial solutions tailored to meet the evolving needs of individuals, families, and businesses. A lifelong resident of Jacksonville, Florida, Greg brings not only a deep understanding of the local community but also a commitment to building lasting relationships grounded in trust, integrity, and personalized service.

Greg’s expertise spans a broad spectrum of financial services, including banking, retirement strategies, investment strategies, and holistic financial planning. He is also highly experienced in more complex areas such as trust and estate planning, as well as legacy and generational wealth transfer—helping clients navigate important decisions with clarity and confidence.

Greg maintains the General Securities Representative Series 7, Uniform Securities Agent State Series 66 registration.  Greg is also licensed in insurance and annuity products in the state of Florida.

Caitlin attended college at Valdosta State University and graduated with a Bachelor’s Degree in Business Administration in Finance. Shortly after graduation, she moved to Jacksonville, Florida to start her career at Wells Fargo Bank where she was a personal banker. In 2015, Caitlin transitioned to Wells Fargo Advisors where she currently acts as the primary liaison for most of our client administrative inquiries and day to day operations. Caitlin has a cheerful demeanor and is remarkably efficient and reliable in all aspects of client service. She currently holds her FINRA SIE and General Securities Representative Series 7. Caitlin is originally from Texas but grew up in South Georgia. Away from the office, Caitlin enjoys traveling with her husband, exploring National Parks across the U.S, and visiting her family in Texas.

Our Network of Professionals Resources

Because your financial situation may at times be complex, our team, with your permission, works directly with other professionals to coordinate, design, and implement specific strategies that can help you achieve your goals. In addition to consulting with attorneys and other professionals within Wells Fargo Advisors regarding technical and planning issues you may face, we work with external professionals including certified public accountants, attorneys, and insurance specialists.