Diane Klimek
Private Client Associate
diane.klimek@sageprivatewealth.com
LinkedIn

Diane Klimek

Diane began her career in financial services more than 16 years ago. In her time in the industry she has worked primarily as a Financial Consultant and as a Client Service Specialist. In addition, she has served as the head of Client Services where she was responsible for recruiting, training and leading a client service team. Diane’s passion is collaborating with colleagues, solving difficult problems all for the purpose of serving clients’ best interests and changing lives for the better.

Past employers include Calamos Investments, Zacks Investment Management and JP Morgan Chase. Diane holds Series 7 & 66 licenses.

Diane has 2 grown children and is the oldest of eight from Beverly, Illinois. She enjoys spending her weekends with family and friends. She is an accomplished golfer and also a competitive tennis player and is a regular in league play. Among her favorite activities is creating new adventures with her granddaughter.

Raymond James is not affiliated with any of the organizations listed above.


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