This summer, Bautis Financial welcomed Dylan Kramer to the team as a Paraplanner. Working alongside our advisors, Kramer is responsible for client communication, developing financial plans, staying in-the-know on the ever-changing financial landscape and identifying opportunities for growth and improvement at the firm.
Kramer is a Class of 2024 graduate from Virginia Polytechnic Institute and State University, where he received a Bachelor of Science in Business through the CFP® Certification Education option. While attending, Kramer was involved in the Financial Planning Association.
With added work experience as a wealth management intern at Wealthspire Advisors in New York City, and a data specialist at IMS Transport Solutions, Kramer has honed in on his skillset and built hands-on experience in the financial industry, as well as in logistics. In addition, Dylan holds certifications in e-Money and Holistiplan, two platforms our advisors use on a day-to-day basis.
“I am incredibly thankful to join such an experienced team and I am eager to contribute my passion for helping clients achieve their financial goals. I look forward to growing with the team and making a positive impact on our clients’ financial futures.”
Dylan Kramer
Please join us in welcoming Dylan to the team! All contact can be made to [email protected].
Bautis Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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