Financial Gravity Welcomes Kaili Winters back to Financial Gravity as our Chief Compliance Officer and Strategy Implementation Lead
Austin, TX
|
April 16, 2024 09:33 AM Eastern Daylight Time
Financial Gravity Companies, Inc. (OTC: FGCO), a leading provider of innovative financial services solutions, is excited to welcome Kaili Winters back to Financial Gravity as our Chief Compliance Officer and Strategy Implementation Lead
Kaili Winters brings a wealth of experience in the financial services industry to Financial Gravity. She specializes in helping ensure regulatory adherence and risk management. Kaili navigates complex regulatory landscapes with precision, helping ensure that her firm and clients remain compliant with ever-evolving regulations. She is adept at developing and implementing compliance policies and procedures, conducting audits, and providing training to help ensure a culture of compliance throughout the organization. Kaili's dedication to upholding the highest ethical standards and keen attention to detail will be invaluable assets in safeguarding Financial Gravity’s reputation and our clients' interests.
Kaili also plays a key role in shaping strategic initiatives related to financial services. She collaborates with senior leadership to develop and execute strategies that drive growth, enhance client satisfaction, and mitigate risks. Kaili's strategic insights help the firm adapt to market changes, innovate in financial services offerings, and deliver exceptional value to clients. Her proactive approach to compliance and strategic planning helps ensure the firm remains competitive and well-positioned in a dynamic financial landscape.
Kaili holds TX life and health licenses and Series 7, 66, and 24 certifications, further enhancing her expertise and credibility in the industry.
Kaili shared, "I was drawn to Financial Gravity because of their innovative approach to financial services. Joining Financial Gravity allows me to be part of a forward-thinking team dedicated to making a meaningful impact in the financial lives of individuals and businesses."
"I am thrilled to welcome Kaili back to Financial Gravity as our Chief Compliance Officer and Strategy Implementation Lead. Kaili's proven track record and deep understanding of the financial services industry will be instrumental in guiding our continued growth and ensuring we meet the highest standards of compliance. Her return is a testament to our commitment to building a best-in-class team and delivering exceptional value to our clients." - Scott Winters, CEO, Financial Gravity"
For more information about Financial Gravity Companies, Inc., and its financial services, please visit our website at https://financialgravity.com.
About Financial Gravity Companies, Inc.
Financial Gravity Companies Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey family office charter. We help tax professionals evolve from the commoditized business of tax compliance to a Family Office Director that runs and manages their own multi-family office. Family Office Directors are able to leverage the Financial Gravity systems, technology, proprietary resources, and deep domain expertise to bring an elevated and holistic financial service experience to their clients that spans proactive tax planning, retirement and estate planning, wealth management, and risk mitigation. For more information about Financial Gravity Companies, Inc., please visit https://financialgravity.com.
Forward-Looking Statements
This press release contains forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert, or change any of them and could cause actual outcomes and results to differ materially from the current expectations. No forward-looking statement can be guaranteed. Forward-looking statements in this press release should be evaluated together with the many uncertainties that affect Financial Gravity's business, and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.
Contact Details
Scott Winters
+1 800-588-3893
scott.winters@financialgravity.com
Company Website
