By Attorney Blakely S. Moore
Thriving in the financial industry takes more than just knowledge—it demands sharp expertise, relentless dedication, and a true passion for helping others succeed. Jerrett Kandzer, a Financial Advisor at Strategic Wealth Specialists exemplifies all of these qualities and more. Jerrett has quickly built a reputation as a trusted advisor, earning well-deserved recognition for his tireless work ethic and steadfast commitment to guiding clients toward financial security. And I know from personal experience that Jerrett is a man of integrity, a man who stands by his word.
A proud graduate of the University of Florida, Jerrett’s academic foundation is as impressive as his professional trajectory. He earned his undergraduate degree in finance and economics with a specialization in marketing and management, all while honing his leadership skills. He then continued his studies at UF, earning his master’s degree in 2020. This achievement underscores his commitment to continuous learning and professional growth, even during the COVID-19 pandemic.
Jerrett joined Strategic Wealth Specialists in 2022, bringing with him a strong analytical mind and a genuine compassion for others. As a Registered Representative and Financial Advisor of Park Avenue Securities and a Financial Representative of Guardian, Jerrett provides strategic financial guidance tailored to each of his client’s unique goals and circumstances. He was honored with the prestigious Client Builder Diamond award, an accolade awarded to individuals who demonstrate exceptional performance in building and maintaining strong client relationships, which further broadcasts Jerrett’s willingness to go above and beyond in fostering client relationships and successes. Additionally, Jerrett has been recognized as a top performer in a Fortune 200 company for two consecutive years, a testament of his commitment to excellence.
I met Jerrett a couple years ago at a networking event. I stopped attending the networking events soon after, but my relationship with Jerrett continued. To this day, I have never met someone more passionate about the various uses of life insurance. I don’t often see that kind of passion in the professional world. So many people are phoning it in and pretending to care, but not Jerrett. In every way, he is exactly what he claims to be.
Beyond his professional accomplishments, Jerrett is a devoted husband to Michaela, and a proud father to their daughter, Caroline. His remarkable ability to balance a thriving career with a deep devotion to his family speaks volumes about his character. His thoughtful approach to both work and family allows him to be fully present in every aspect of his life. Whether guiding clients toward financial success or cherishing time with his family, Jerrett leads by example, proving that true success is built on strong values and unwavering loyalty, to loved ones and clients alike.
Jerrett Kandzer stands out in the community by continuously exceeding expectations as a financial professional through his service as a trusted advisor, a dedicated leader, and an advocate for his clients’ success. His enthusiasm for helping others achieve financial security is woven into everything he does, making a lasting impact on those he serves. His continued success is not just a reflection of his expertise but of his steadfast dedication to excellence. It has been a privilege to work with Jerrett, and our team at PTM Trust and Estate Law looks forward to the opportunity to collaborate with him again in the future.
Disclaimer: This article is for informational purposes only and should not be considered an endorsement, recommendation, or guarantee of any individual, service, or company. Readers are encouraged to conduct their own research and consult with qualified professionals before making any financial, legal, or business decisions. The author and PTM Trust and Estate Law assume no responsibility for any actions taken based on the information presented.