Calabasas

Kailee Hicks

Client Service Manager

4500 Park Granada, Suite 204
Calabasas, CA 91302

Kailee Hicks
Kailee Hicks

About Kailee

Kailee supports a team of wealth advisors and is responsible for processing investment transactions and client account administration, including opening new accounts, distribution requests, and account transfers. In addition, she works with David Tracy on developing and updating financial plans.

Kailee resides in Thousand Oaks with her husband and daughter.

Education and Professional Milestones

-Joined Focus Partners Wealth through the firm’s 2021 merger with Legacy Wealth Partners

-California State University, Channel Islands - bachelor’s degree in business