We at Higginbotham Financial Consulting Group of Wells Fargo Advisors provide a holistic investment approach to cover all of our clients’ wealth management needs. We take a personalized approach with our clients to better understand their financial needs and goals. We help our clients with estate planning strategies, asset allocation management, trust services, and retirement planning. Our focus is to protect and grow our clients’ assets.
Who is your ideal client?
Our ideal client is one who understands that advice has worth and value. We serve individuals who are willing to plan for the future and who are looking for a long-term relationship with their financial advisor.
Describe your customer service model.
We strive to meet all of our clients’ unique needs and objectives through a comprehensive and personalized five-step process. We first conduct a personal interview to clarify our clients’ financial goals and investment objectives. We then prepare a personalized financial strategy that meets their stated investment needs. Together we discuss the proposed plan so that our clients are comfortable and confident with our recommendations. Upon their acceptance of our advice and plan, we implement those strategies. Our final promise to the client is to have ongoing quarterly, semi-annual, and annual communications to keep them apprized of the progress of their financial strategies.
Describe your investment philosophy.
Our goal is to provide quality service and help increase the net worth of our clients. We believe in the value of placing clients’ assets in investments that have the potential to meet their investment objectives and that are consistent with their tolerance for risk and their investment horizon. We incorporate a comprehensive investment plan that puts their interests first and we base our success on their financial prosperity.
Kendall Higginbotham • First Vice President–Investments
Kendall has been a Financial Advisor dedicated to helping his clients meet their financial goals since 1996. He attended Florida State University from 1986-1988 and transferred to earn a bachelor’s degree in economics from Metropolitan State College in Denver, Colorado. He is a member of the Ionic Lodge No. 101 in Jacksonville and a member of the Jacksonville Chamber of Commerce. When he is not serving his clients, Kendall enjoys playing golf, hunting, fishing, and skiing.
Kit Grouzard-Leiato • Senior Client Associate
Before joining Wells Fargo Advisors in 2009, Kit began her career in 1994 at Merrill Lynch. She handles all administrative and day-to-day operations with personal care and first class service. Often the first point of contact, she assists clients with a wide variety of daily needs.
Gabriela Castro • Operations Clerk
Gabriela is a graduate from Jacksonville University who recently joined the Higginbotham Financial Consulting Group. She helps with client relations, marketing, database management, and day-to-day operations. Her focus is to enhance the overall service for all of our clients. She resides in San Marco and greatly enjoys the outdoors.
NABCAP Disclosure: Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list. Winners are listed in alphabetical order. There is no cost for advisors to participate. The rating is not representative of any one client’s experience and is not indicative of past or future investment performance.
Investment & Insurance products: Not Insured by FDIC or any Federal Government Agency • May Lose Value • Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate • Wells Fargo Advisors is not a tax or legal advisor. Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Wells Fargo Bank, N.A. is a banking affiliate of Wells Fargo & Company.
khigginbotham.wfadv.com 904.351.7609 • Toll Free 888.328.9720
1 Independent Dr., Suite 2400, Jacksonville, FL 32202