Saralyn Rickman

With over 35 years of experience in the financial industry, Saralyn began her career immediately after earning a Bachelor of Science in Finance. She started at an accounting firm on Wall Street in New York, then entered the management training program at First Union Bank. There, she built a strong clientele within the professional and medical communities, which led to her appointment as Senior Vice President and Retail Sales Manager at SouthTrust Bank. In that role, she was responsible for overseeing 38 branch locations across the state of Florida.

In the late 1990s, Saralyn transitioned into independent financial services. She is now the President of Capital Financial Opportunities, an independent financial firm partnered with JWC Wealth Management, a full-service wealth management and planning firm. This partnership enables Saralyn to offer clients highly customized financial strategies with access to a full suite of investment products and expert resources.

Saralyn’s interdisciplinary background allows her to take a comprehensive and realistic approach to financial planning. She focuses on five key areas: wealth generation, wealth protection, wealth preservation, wealth transfer, and wealth distribution. Known for her attention to detail and deeply personal client service, Saralyn is committed to helping clients achieve their goals with care and integrity.