THE 3 NEW ADVISORS YOU NEED TO MEET!

THE 3 NEW ADVISORS YOU NEED TO MEET!

When seeking new team members, we look for the best and brightest in the industry. We strive to find individuals who are passionate about our culture, our philosophy, and most importantly, our clients. Our service model is designed to allow the advisory teams to focus solely on our client’s needs, to dive deep into the nuances of their financial lives, and truly understand what makes each client tick.

At BlueSky, we make it a practice to not hire employees on demand. We are always looking for the up-and-comers in the industry, for those individuals who have the grit to go beyond what’s average, and become the very best version of themselves. 

5 Insights on the Fed, Election, and Volatility in Q4

Caroline Jones, CFP® – Associate Wealth Advisor

Caroline earned her Bachelor of Science degree in Consumer Economics and Master of Science in Financial Planning from the University of Georgia.

While at the University of Georgia, she participated in programs to help people in the community with their taxes and financial problems.

She greatly enjoys helping BlueSky clients create and realize their clear path toward financial independence.

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5 Insights on the Fed, Election, and Volatility in Q4

Ben Kennedy – Financial Planning Associate

Ben graduated magna cum laude with a Bachelor of Science in Finance at Virginia Tech, one of the top financial planning programs in the country.

While there, he was involved in the Financial Planning Association, Dean’s Advisory Board of Students, and his fraternity.

At BlueSky, Ben enables advisors to devote their time focusing on relationships and outside-the-box solutions to each client’s unique situation.

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5 Insights on the Fed, Election, and Volatility in Q4

Seth Large – Financial Planning Associate

Seth attended Virginia Tech, where he earned a Bachelor’s of Science degree in Finance  with a concentration in financial planning.

He recently moved from Roanoke, Virginia, to New Bern, North Carolina, to pursue his financial planning career with BlueSky.

He enjoys listening to clients’ unique stories and learning what drives them every day. 

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