Wealth Management Analyst*
Kellen McCullouch joined the Wealth Management Team in March of 2022. He is responsible for providing security selection and analysis, quarterly allocation and performance reviews, financial goal planning support and assisting with retirement plan investing.
He holds a Bachelor of Business Administration in Healthcare Management from Mississippi State University, and a Master’s of Business Administration through the University of Southern Mississippi. Kellen is a Chartered Financial Analyst Level 1 candidate.
*Not affiliated with Raymond James.