Ullmann Wealth Partners

Carrie King is a financial advisor at Ullmann Wealth Partners with eight years of industry experience. She holds a Series 66 designation and has worked at Ullmann Wealth Partners Group since 2017, with prior experience at Sagepoint Financial and Water Street Capital. Ullmann Wealth Partners Group serves individuals, families, and institutional clients by providing wealth management, financial planning, portfolio management, and related services. The firm employs a six-step 360 Financial Discipline process and applies Modern Portfolio Theory to portfolio construction, focusing on mutual funds, ETFs, and selective external managers and private funds.

Glenn Ullmann is a financial advisor at Ullmann Wealth Partners with 33 years of industry experience. He has held roles at Sagepoint Financial, Inc. and multiple entities under Ullmann Wealth Partners since 2002. Outside of his advisory work, he is the president of a small homeowners association and serves as board president for Beth El The Beaches Synagogue, a nonprofit organization focused on community development. Ullmann Wealth Partners Group is a registered investment adviser serving individuals, families, and institutional clients with wealth management, financial planning, and portfolio management. The firm employs a six-step 360 Financial Discipline process and uses Modern Portfolio Theory to construct diversified portfolios primarily composed of mutual funds and ETFs.

John Gunn is a financial advisor at Ullmann Wealth Partners with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Ullmann Wealth Partners in 2024, he worked at Veritable, LP for 16 years and served as an advisor to the board of directors at Space 3, Inc., a work cafe, beginning in 2024. Ullmann Wealth Partners serves individuals, families, and institutional clients with wealth management, financial planning, and portfolio management services. The firm employs a structured six-step financial process and Modern Portfolio Theory in constructing portfolios, with a focus on tax-aware monitoring and coordinated advice across client advisors.

Brian James is a financial advisor at Ullmann Wealth Partners with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ullmann Wealth Partners and Sagepoint Financial, Inc. James serves as Director of Investments on the Baptist Health Systems Investment Committee, reviewing investment options for the hospital system. Ullmann Wealth Partners Group is a registered investment adviser serving individuals, families, and institutional clients with wealth management, financial planning, portfolio management, and specialized services such as divorce advisory. The firm employs a six-step 360 Financial Discipline process and uses Modern Portfolio Theory to construct portfolios primarily composed of mutual funds and ETFs, while coordinating with clients' other advisors and providing tax-aware monitoring.

Patrick Kilbane is a financial advisor with Ullmann Wealth Partners in Jacksonville Beach, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Ullmann Wealth Partners since 2014, including time at both Ullmann Wealth Partners and Ullmann Wealth Partners Group. Kilbane serves on the 4th Judicial Circuit Nominating Commission appointed by the governor and is a board member of JAXPORT, the Jacksonville Board Authority. Ullmann Wealth Partners Group is a registered investment adviser serving individuals, families, and institutional clients with wealth management, financial planning, and portfolio management services. The firm employs a six-step 360 Financial Discipline process and Modern Portfolio Theory to construct diversified portfolios, offers tax-aware monitoring, and maintains a Divorce Advisory practice with specialized staff and legal support.

Caitlin Frederick is a CFP® and CFA® with six years of experience in financial services. She currently works at Ullmann Wealth Partners Group, where she has been since 2020. Prior to that, she held positions at Business Valuations Inc. and PwC. Ullmann Wealth Partners Group is a registered investment adviser serving individuals, families, and institutional clients with wealth management, financial planning, and portfolio management. The firm employs a six-step 360 Financial Discipline process and uses Modern Portfolio Theory to construct diversified portfolios, while offering specialized services including tax-aware monitoring and a Divorce Advisory practice.

Mclain Johnson is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Ullmann Wealth Partners and has previously worked at Ameriprise and MD Capital, LLC. Outside of advising, his background includes roles at Healogics, Inc. and Florida State University. Ullmann Wealth Partners Group serves individuals, families, and institutional clients, offering wealth management, financial planning, and portfolio management services. The firm employs a six-step 360 Financial Discipline process and uses Modern Portfolio Theory to build portfolios primarily composed of mutual funds and ETFs, while also providing tax-aware monitoring and specialized divorce advisory services.

Will Haga is a CFA® charterholder currently with Ullmann Wealth Partners in Jacksonville Beach, FL. He has one year of experience at Ullmann Wealth Partners and previously worked for Ally Financial from 2017 to 2026. Prior to his finance career, he served five years in the United States Army. Ullmann Wealth Partners serves individuals, families, and institutional clients with wealth management, financial planning, and portfolio management services. The firm employs a six-step 360 Financial Discipline process and utilizes Modern Portfolio Theory to construct portfolios primarily of mutual funds and ETFs, while coordinating with clients’ other advisors and offering specialized services such as divorce advisory.