Kaitlyn Kuder joined the team at Legacy Financial Planning in January of 2017. As the New Business Manager, she opens all accounts, inputs new client information, processes and tracks all account transfers and many other administrative tasks behind the scenes at Legacy. She prides herself on her attention to detail and her ability to multitask in this often very busy role.
Kaitlyn’s background includes a variety of positions, all of which she has excelled in. She has telemarketing experience, extensive experience in customer service and most recently was in a supervisory position at a local produce farm. She has had experience for many years providing excellent customer service and has gained the ability to problem-solve and meet the service needs of clients and customers efficiently and effectively.
Kaitlyn loves the outdoors - she enjoys gardening and is an avid fisherman! She enjoys playing French Horn and is a current member of the Irondequoit Concert Band. She is a former member of local drum and bugle corps Rochester Crusaders, Empire Statesmen, and Ghost Riders as well. Kaitlyn lives in the South Wedge with her significant other and her cat, Boo.
Raymond James does not endorse and is not affiliated with independent third parties named herein.
Raymond James is not affiliated with the above organizations and/or charitable causes.