Linda Kalies

Associate Advisor

Whether she is working in criminal justice or financial planning, serving others is a recurring theme in Linda’s life. Her innate talent for connecting with people, deep commitment to customer service, and laser-focus on understanding clients’ goals makes Linda an ideal addition to the Waller & Wax team.

With more than 15 years of banking and investment experience, Linda is uniquely positioned to serve clients and support advisors. Linda’s professional qualifications include holding a Securities Industry Essentials® (SIE) credential, Series 7 and 66 investment licenses. In addition, Linda is licensed to assist clients with their health, life and annuity insurance needs. Linda has helped countless clients in a variety of roles at Thrivent Financial Bank, J.P. Morgan Chase Bank N.A., and most recently, Morgan Stanley.

Prior to launching her career in financial services, Linda pursued her childhood dream of becoming a police officer, where she specialized in handling sensitive crimes. She spent eight rewarding years in law enforcement, including being named Officer of the Year by her peers.

Born and raised in Green Bay, Wisconsin, Linda fell in love with Tampa Bay while still in high school. In 2017, Linda moved here permanently after enduring one too many “polar vortex” winters in the Midwest. The mother of four adult children and grandmother of 12, Linda is an avid reader who enjoys spending time with her husband Jeffrey, exploring the Sunshine State by motorcycle, road-tripping with their two dogs in their fifth wheel, and camping with their grandkids.