Sarasota, FL, September 18, 2013 --(PR.com
)-- Caroline Liljencrantz has joined Suncoast Advisory Group as the new Client Services Assistant and Administrative Coordinator.
She will be responsible for all client and strategic alliance administrative opportunities and projects.
Born and raised in Sweden, Liljencrantz has lived most of her adult life in the United States, including the states of New York, California and Florida. After earning her B.S. in Health Care Management from St. Francis College in Brooklyn, New York, she worked in administrative capacities for a number of organizations, including companies in the health care and financial industries.
“We are pleased to welcome Caroline to Suncoast Advisory Group,” said owner Rick Helbing, Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC). “Caroline is highly passionate about providing excellent customer service and her 25 years of experience make her an asset to our company and clients.”
Suncoast Advisory Group’s Sarasota mailing address is 15 Paradise Plaza #354, Sarasota, FL 34239. Liljencrantz can be reached at firstname.lastname@example.org.
About Suncoast Advisory Group
Established in 1988, Suncoast Advisory Group provides extensive wealth management services. The firm specializes in highly personalized service, tailoring a plan to each client’s unique goals. With no attachment to selling or promoting products, Suncoast Advisory Group acts as a consultant and partner to plan, implement and monitor client progress towards their goals. Services include financial planning, business management consultation, along with investment, fringe benefit, estate and tax planning. Suncoast Advisory Group enjoys a national reputation in crafting plans for physicians, dentists, and family-owned businesses. The firm is headquartered in Sarasota, Florida, and maintains an office in Jacksonville, Florida. Website: www.suncoastadvisorygroup.com.