Suydam & Conrad Wealth Management Group
of Raymond James

  • Jaclyn Klotz

    Senior Registered Client Service Associate

Born in Stamford, CT I landed my first job at age 10: my own newspaper route. Boasting 17 deliveries (25 on Sunday), I also had to reconcile accounts and collect funds while literally “delivering” for my customers. I learned a healthy work ethic and level of dependability that helped me prepare for the real world.

Just a few years later and a move to Citrus County FL, my financial career truly began.

I started my first of two bank jobs in 1998, and continued in the financial industry when joining Raymond James in September, 2017. Through the years I have held several positions; including roles in management, lending, client services and investments. I’ve had some wonderful mentors along the way, and even got to be a mentor as well.

Living and working in a close-knit community gives me the opportunity to really connect with the people around me. My move to Raymond James has proven that as I have come into contact with many familiar faces! I feel truly blessed to be a part of this amazing work family. From the start, they have made me feel welcome, and our clients have as well.

When I’m away from my work team, I spend quality time with family and lifelong friends. Living in Central Florida allows for adventures such as theme park visits and fun in the sun, and we have a great time exploring. I have two very spoiled dogs who are equally part of the family. I also enjoy kickboxing, great food, music, and spending time at my Church.

I look forward to the new opportunities and relationships ahead at Raymond James, and I am very thankful to be here!