Cynthia Kula’s career began over 40 years ago when she started as a Book Clerk at the Chicago Board Options Exchange. Her years there trained her to keep a cool head amid chaos. After moving to Long Island, she worked jobs in office operations for Merrill Lynch and Shearson Lehman.
She transferred to the Clearwater, Florida branch of Shearson Lehman in 1989, and started with Raymond James & Associates in 1996 as a Registered Sales Assistant in the Downtown Tampa Branch. In 2002, she was promoted to Branch Operations Manager.
It was at the Tampa Branch she met the Nichols/Geegan/King team. In 2018, NGK announced their prospective move to the Carillon branch at Raymond James’ headquarters (where Cynthia was now working as a Client Reporting Analyst) and both parties were eager to work together again.
Cynthia has devoted a long career to developing efficient business environments that take advantage of the latest and best practices and technologies. As Senior Registered Client Service Associate, her overarching goal is to ensure that every process hums along smoothly for both the team and their clients.
Cynthia is FINRA Series 7, 9/10, 24, and 63 registered. She lives on the shore of Indian Rocks Beach with her husband, Bruce and two cats, Jazz and Rikki. She enjoys listening to music, taking photographs of sunsets and watching auto racing.