Ullmann Wealth Partners

Carrie King is a financial advisor at Ullmann Wealth Partners with eight years of industry experience. She holds the Series 66 designation and has worked at Ullmann Wealth Partners since 2017, including its predecessor and affiliated entities. Prior to that, she was with Water Street Capital for nine years. Ullmann Wealth Partners Group provides wealth management and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and other entities. The firm follows a structured six-step process to develop diversified portfolios, incorporating tax-efficiency and utilizing external managers and institutional strategies.

Glenn Ullmann is a financial advisor at Ullmann Wealth Partners with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. and Ullmann Wealth Partners prior to his current role. Outside of his advisory work, Ullmann is the president of a small homeowners association and serves as board president of Beth El The Beaches Synagogue, a 501(c)(3) organization. Ullmann Wealth Partners Group provides wealth management and investment services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a structured six-step process to develop diversified portfolios using mutual funds, ETFs, and institutional strategies, and offers specialized services including divorce advisory and educational workshops.

John Gunn is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Ullmann Wealth Partners. He previously worked at Veritable, LP for 16 years and was involved with Space 3, Inc., where he serves as an advisor to the board of directors for a work cafe. Ullmann Wealth Partners provides wealth and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a structured six-step “360 Financial Discipline” process to develop diversified portfolios and offers specialized services including divorce advisory and educational workshops.

Brian James is a financial advisor at Ullmann Wealth Partners with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ullmann Wealth Partners and Sagepoint Financial, Inc. Since May 2024, he serves as Director of Investments on the Baptist Health Systems Investment Committee, reviewing investment options for the hospital system. Ullmann Wealth Partners Group provides wealth and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and other entities. The firm follows a structured six-step “360 Financial Discipline” process to develop diversified portfolios emphasizing mutual funds, ETFs, and Modern Portfolio Theory, and offers specialized services including divorce advisory and educational workshops.

Patrick Kilbane is a financial advisor with Ullmann Wealth Partners who holds a Series 66 designation and has 12 years of industry experience. He has been with Ullmann Wealth Partners and its predecessor entities since 2014. Kilbane serves as a member of the 4th Judicial Circuit Nominating Commission and is a board member of the Jacksonville Port Authority. Ullmann Wealth Partners Group provides wealth management and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and other entities. The firm employs a structured six-step “360 Financial Discipline” process to set objectives and construct diversified portfolios, and offers specialized services including divorce advisory, consulting, and educational workshops.

Caitlin Frederick is a CFP® and CFA® at Ullmann Wealth Partners with five years of industry experience. She has worked at PwC, Business Valuations Inc., and joined the Ullmann team in 2020. Ullmann Wealth Partners Group provides wealth management and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and other entities. The firm employs a structured six-step “360 Financial Discipline” process to set objectives and construct diversified portfolios emphasizing mutual funds, ETFs, and Modern Portfolio Theory, and offers specialized services including divorce advisory and educational workshops.

Mclain Johnson is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Ullmann Wealth Partners since 2022 and previously held roles at Ameriprise Financial Services, MD Capital, and Healogics. Ullmann Wealth Partners Group provides wealth and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and other entities. The firm follows a structured six-step “360 Financial Discipline” process to develop diversified portfolios using mutual funds, ETFs, and Modern Portfolio Theory, and offers specialized services including divorce advisory and educational workshops.