When a successful company grows, so does the community that it creates and the help needed to keep it thriving. We have brought on two new employees to help with the ongoing functionality and productivity in our Fort Myers office, and we couldn't be more excited to have the fresh, young faces helping our existing team. Over time, we hope that you get to meet these two in person- but until then, here is what you can expect from our newest Operations Manager and Client Account Manager.

Karly Young

Karly brings more than 15 years of experience in customer service, business administration and operations to Waterstone Financial. Karly has a Bachelors in Economics and Business Administration from Townson University. At Waterstone, Karly will assist in managing daily office operations, working closely with the advisors and clients in processing new business and providing account management and client service support. 

Karly was born and grew up in Annapolis, Maryland. In 2015, she moved to Florida and has lived in various places throughout the state. Karly enjoys being outside, boating, attending local community events and spending time with family.

Karly has a one-year-old son, Jaxson and two rescue pups, Bosun and Mako.

Adam Daniels

Adam recently graduated locally from FGCU in Finance and Financial Services, which makes him perfect for the role of managing client accounts. His goal with going into finance, was to be able to help people on a deeper level and is very kind and supportive. 

Adam was born and raised in Cape Coral, enjoys golfing and fishing in his free time and has a steady relationship with his girlfriend. We love having a true local with a financial education helping us in the office- he is full of fresh ideas and brings a sense of balance to Waterstone's community. 

As we welcome our new employees, we are also saying goodbye to Bev Slager as she retires. 

We would like to formally say farewell to our Operations Manager, Bev Slager, who has retired. She is preparing her 36’ Catalina to get it ready for sailing to the Keys and the Bahamas. She’s as happy as ever and looking forward to this new chapter. 

Her contribution to Waterstone enhanced our operational best practices and work procedures. We will forever be grateful for her time spent with the company.

Read more about our team here: www.waterstonefs.com/team