Client Services

At your Service

At your Service

Meet our dedicated Client Service Team at Flaharty Asset Management - the heart of our commitment to exceptional service. With unwavering dedication and service, they ensure every client experience is seamless and satisfying. Trust in their guidance, rely on their support, and witness the difference in your financial journey.

Client Services

Jeanann Forde

Jeanann Forde

Client Experience Manager and Insurance & Annuities Operations Manager

(727) 252-1050

(727) 474-3823

Joseph Wheeler

Joseph Wheeler

Client Experience Manager

(727) 252-1050

(727) 474-3823

Kerrilyn Kibler

Kerrilyn Kibler

Client Experience Manager

941-206-6200

941-206-6293

Melisa Santiago

Melisa Santiago

Client Experience Manager

727-252-1050

727-474-3823

Megan  Terleski

Megan Terleski

Client Experience Manager

(727) 252-1050

(727) 474-3823

Kim Cole

Kim Cole

Director of First Impressions

7272521050