SARASOTA, FL (August 10, 2022)—Gulfside Wealth, a full-service wealth management group affiliated with Gulfside Bank, announced today that Jared Motzenbecker has been promoted to lead the team.
“Over the last 15 months Jared has demonstrated his ability to not only lead the wealth team, but also collaborate with the rest of the Gulfside organization,” says Dennis Murphy, President and CEO of Gulfside Bank.
“Gulfside Wealth is well-positioned for growth,” says Motzenbecker, Director of Wealth Services for Gulfside Wealth. “And given the changing market situation we’re in right now, I believe we can help our clients reach their financial goals while maintaining some peace of mind.”
Jared Motzenbecker is a Certified Financial Planner™ practitioner, Chartered Market Technician, and a Certified Private Wealth Advisor® professional. He has been in the Financial Services industry for more than 15 years and brings extensive knowledge in Financial Planning, Family Dynamics, Estate Optimization, and Investment Portfolio Management.