Contact
5+
Years of
Experience
Kara McClure
team page

Kara McClure

Client Service Specialist

Tampa, Florida

813.934.6240

Responsibility

Kara’s responsibilities include processing client service requests, assisting with fund and equity movements, responding to and resolving both routine and complex client inquiries, and opening new accounts. She believes in building strong  relationships to deliver the highest level of customer service possible and takes pride in her strong work ethic.

Prior
Positions

  • 5 years at Northwestern Mutual as Director of Operations

Credentials

  • B.S., Business Administration, Florida Gulf Coast University

Personal
Profile

A proud fourth generation Tampa Bay native, Kara values community and building connections. She is a proud mom and can often be found at the local softball fields with her daughter. They also enjoy spending time together cheering on the Tampa Bay Rays and Tampa Bay Lightning or simply making memories as a family. While her heart belongs to Tampa Bay sports, she also has a long-time soft spot for the Green Bay Packers.

Log Into the Fidelis Capital
Client Portal

X