Linda joined Wilmarth Private Wealth Management on August 5, 2019, as a Registered Client Service Associate. She was inspired to pursue a career in the financial industry after she returned to work from having her two boys, David, 4, and Jacob, 2.
Linda began working at Fidelity Investments in Jacksonville, FL when her husband’s relocation back to Melbourne became a perfect fit here with the WPWM Team. She was a Client Service Associate with Fidelity Investments, where she earned her Securities Industry License and her Series 7 License. Prior to that she put her Masters degree in School Counseling to work as a Department Chair and school counselor in Duval County.
Linda works in tandem with the Financial Advisors, Steven Wilmarth and Cole Wilmarth to facilitate trades, compile client information, conduct research, and ensure various client requests are met in a timely fashion. She enjoys being a solutions based thinker and brings a positive, “can – do” attitude to the team.
She is happy she made the leap and is excited to be a part of Raymond James, and back in the same town the rest of her family is located! She enjoys running, reading, cooking and spending time with family and going to the beach.