GULF VIEW WEALTH GROUP - Key Persons
Job Titles:
- Associate
- Client Associate
Connor joined the Gulf View Wealth Group as a Client Associate, primarily focused on providing the highest level of service to our clients and administrative support for the team. Connor earned his Bachelor of Science Degree in Business Administration from Florida Southern College. He was a four-year collegiate baseball player for NC A&T State University and Florida Southern College and deeply understands the values of teamwork and commitment. In his spare time, Connor enjoys playing baseball, golf, and spending time with his family.
Job Titles:
- Director of RBC Wealth Management 's Portfolio Advisory Group
- Senior Vice President, Director of Portfolio Advisory Group
A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management's Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm's Directors Group. She is also a member of the Financial Women's Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management's "Irv Weiser Diversity Award" in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.
Job Titles:
- Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
John has been in the financial services industry since 1985. He began his career in New York with Teachers Insurance & Annuity Association (TIAA) as an analyst, then moved to Boston with John Hancock. He relocated to Sarasota in 1995, where he began working with individual clients on their wealth management planning and investment needs. John earned his Bachelor of Science degree at Bentley University in 1983 and his Master of Business Administration degree at New Hampshire University. His dedication to learning and education has continued in his professional career. He has held numerous positions in the industry including financial advisor, assistant branch manager and branch manager.
Originally from Waterville, Maine, John now calls Sarasota, Florida his home. He is actively involved with the community and has served on numerous boards of local nonprofit entities, including the Perlman Music Program Suncoast, YMCA and Junior Achievement. John was also a key founder of the Sarasota Storm Triathlon Club, which helps organize triathlon events benefiting several local charitable organizations. John is married to his wife, Tillie, and they have six children.
Job Titles:
- Associate Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
Kaitlin works with clients to provide personalized wealth planning solutions and investment strategies which are customized to meet their individual goals and needs. She is passionate about helping clients through all aspects of their financial lives. Kaitlin joined the team in 2018, after returning to Sarasota, Florida, where she was born and raised. Kaitlin is a graduate of the University of Miami and has earned her CERTIFIED FINANCIAL PLANNER™ certification, as well as the Certified Plan Fiduciary Advisor (CPFA®) designation. She is actively involved with various nonprofit organizations, including serving as board treasurer of Embracing Our Differences, and is committed to creating a positive impact in the community. In her free time, Kaitlin enjoys the arts, traveling and spending time with her family and two children.
Les serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
Lindsay joined RBC Wealth Management's Portfolio Advisory Group in August 2016 and has more than 17 years of industry experience. She currently supports financial advisors with broad equity research, and augments equity investment decision-making, primarily focusing on growth stocks.
Job Titles:
- Wealth Management Consultant
Sean spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Sean works diligently to address clients' unique situations.