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For more than 30 years Cary Kleinfield has been helping clients work toward their unique financial goals. Cary crafts custom plans that are designed specifically take into account not only client investment objectives but also their risk tolerance levels and individual aspirations. Overall, he strives to provide the kind of client service that builds successful long-term relationships.

A graduate of Oglethorpe University in Atlanta, Cary earned MBAs in both marketing and management from American Intercontinental University. He is a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Management Specialist.

He joined Raymond James in 1989. This background allows him to concentrate on working with clients specifically on implementing a plan for their investments while other staff members assist with service requirements.

A resident of Fort Myers, Florida, Cary is active in the United Way of Lee County as a Board of Director, serves as team leader of the United Way’s allocation committee and is a member of the organization’s Alexis D’Tocqueville Society. In addition, Cary is a Junior Achievement volunteer and was most recently named Lee County Volunteer of the Year for 2011-2012. Away from the office, Cary is an automobile aficionado and enjoys traveling.