What matters to you, matters to us.
The advisors at Pursuit Wealth Strategies are a collaborative team all working toward the common goal of our clients’ success. We make it our mission to help our clients achieve financial success by avoiding costly mistakes and finding solutions to problems they didn’t know they had.
Kristin Paul
Registered Client Service Associate
Wendy Brooker
Client Relations Manager, RJFS
Sales Assistant
Raymond James Raleigh
* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.