April 9, 2026 MarketWatch / MSN
Jack Gunn, CFP®, Director of Investments, was featured in a MarketWatch article, syndicated by MSN, discussing advisor fees and how to determine if you are being accurately assessed.
March 26, 2026 - Ullmann Wealth Partners was recognized as No. 9 on the Jacksonville Business Journal list of the Top Women-Owned Businesses.
Ullmann Wealth Partners did not pay a fee to obtain this ranking.
March 20, 2026 MoneyLion / MSN
Ullmann Wealth Partners’ Jack Gunn, CFP®, Director of Investments, was featured in a MoneyLion article, syndicated by MSN, sharing guidance on how investors can navigate market downturns and tune out the noise during periods of volatility.
March 18, 2026 U.S. News & World Report
Ullmann Wealth Partners’ Patrick Kilbane, J.D., CDFA®, was featured in a U.S. News & World Report article sharing insights on navigating mortgage and tax decisions after divorce.
March 4, 2026 For Better, Worse, or Divorce
Patrick Kilbane, J.D., CDFA®, Partner, General Counsel and Wealth Advisor, recently appeared on the For Better, Worse, or Divorce podcast, where he outlined strategies that are used in High-Net-Worth Divorces.
February 4, 2026 Masters in Business Podcast
Patrick Kilbane, J.D., CDFA®, was a guest on the Bloomberg Masters in Business Podcast with Barry Ritholtz, where he shared the mistakes to avoid when dividing up family assets in a divorce.
January 23, 2026 MarketWatch
Caitlin Frederick, CFA, CFP®, was featured in a MarketWatch article discussing the life events clients are least prepared for.
January 19, 2026 Divorce Explained with Steve and Leanne
Partner, General Counsel and Wealth Advisor, Patrick Kilbane, J.D., CDFA®, was recently featured on the Divorce Explained podcast, where he discussed the factors that drive costly conflict during divorce and how he helps clients understand their finances, regain confidence, and make informed financial decisions.
January 9, 2026 - Ullmann Wealth Partners was recognized as No. 3 on the Jacksonville Business Journal list of the Top First Coast Certified Financial Planners.
Ullmann Wealth Partners did not pay a fee to obtain this ranking.
December 13, 2025 MarketWatch
Director and Wealth Advisor, Jack Gunn, CFP®, was featured in a MarketWatch article discussing the breakdown of fees investors might encounter working with a wealth manager.
December 12, 2025 U.S. News & World Report
Financial Planning Associate & Investment Analyst Zac Murphy, CFA, CFP® was featured in a U.S. News & World Report article discussing tax-loss harvesting with ETFs.
November 7, 2025 - Ullmann Wealth Partners was recognized as No. 11 on the Jacksonville Business Journal list of the Top First Coast Veteran-Owned Businesses.
Ullmann Wealth Partners did not pay a fee to obtain this ranking.
October 6, 2025 The Divorce and Beyond Podcast with Susan Guthrie
Partner, General Counsel and Wealth Advisor, Patrick Kilbane, J.D., CDFA®, was recently featured on the Divorce & Beyond podcast, hosted by Susan Guthrie. Together, they discussed how divorcees can take care of their finances after the divorce is final.
September 24, 2025 The Ponte Vedra Recorder
Brian James, CPWA®, Managing Partner and Director of Investments at UWP, was recently featured in The Ponte Vedra Recorder sharing his experience, what he loves about wealth management, and life outside the office.
September 9, 2025 Jacksonville Business Journal
Ullmann Wealth Partners was named the 9th largest asset manager based on the First Coast in the Jacksonville Business Journal.
This ranking includes RIAs based in Baker, Duval, Clay, St. Johns, Nassau, Putnam and Flagler counties and uses data reported for 2024. Information was obtained from Form ADV filings with the SEC. Ullmann Wealth Partners did not pay a fee to obtain this ranking.
August 19, 2025 Asset TV
Patrick Kilbane, J.D., CDFA®, was recently featured on the Asset TV U.S. Out of Office segment, where he shared more about the book he co-authored with Caitlin Frederick, CFA, CFP®, his involvement in the local legal community, and how the book gives back to people in need.
August 14, 2025 Asset TV
Partner, General Counsel and Wealth Advisor Patrick Kilbane, J.D., CDFA®, was recently featured on Asset TV U.S.’s Meet the RIA segment, where they discussed our mission, values, and how we help our clients navigate major life transitions, including divorce.
July 30, 2025 Action! Magazine
Beginning a career as a financial advisor can be challenging, but the right habits can help young professionals establish the foundation for long-term success. Partner and Wealth Advisor Patrick Kilbane, J.D., CDFA®, shared his advice for new finance professionals in an article by Action! Magazine.
July 11, 2025 - Ullmann Wealth Partners has been ranked on Financial Advisor Magazine's prestigious 2025 Top RIA Firms list.
Ullmann Wealth Partners did not pay a fee to obtain this ranking.
June 30, 2025 Real Assets Adviser
Director and Wealth Advisor Jack Gunn, CFP®, was featured on the Real Assets Adviser Hot Minute with Ed O’Farrell. Jack shared insights on his background, our client-first approach, and the growing interest in private investments.
June 20, 2025 U.S. News & World Report
Jack Gunn, CFP®, Director and Wealth Advisor, shared his insights in a recent U.S. News & World Report article on how to evaluate fund-of-funds structures and when investors might consider them.
June 17, 2025 The Connected Advisor
Carrie King, IACCP®, Partner and Chief Compliance Officer, discusses how true compliance goes beyond rules and regulations—it’s about building a client-first practice that puts protection, trust, and transparency at the center.
April 24, 2025 Crain Currency
Director and Wealth Advisor Jack Gunn, CFP®, recently shared insights on the decision to start a family office with Crain Currency.
April 17, 2025 GOBanking Rates
Director and Wealth Advisor Jack Gunn, CFP®, recently spoke with GOBankingRates about the common mistakes people make – from abandoning long-term investment plans to making emotionally driven decisions during market swings.
April 9, 2025 - The Wall Street Journal
Partner and Director of Financial Planning Caitlin Frederick, CFA, CFP® spoke with The Wall Street Journal on why retirees looking to move may be surprised by higher property taxes and home prices.
March 4, 2025 - Forbes
Pat Kilbane was featured in a Forbes article sharing a tip for new investors: learn by doing.
February 12, 2025 - Crain Currency
Founding Partner and Wealth Advisor Glenn Ullmann was featured in an article on aircraft ownership for business and personal use and discusses the benefits of flying private.
February , 2025 - COO Roundtable
Carrie King, Partner and Chief Compliance Officer, was a guest on The COO Roundtable with Matt Sonnen.
January 20, 2025 - Jacksonville Business Journal
Partner and Chief Compliance Officer, Carrie King, selected as a 2025 Women of Influence honoree by the Jacksonville Business Journal.
The Women of Influence award was provided in January 2025. Compensation was provided directly in connection with obtaining or using the award.
December 21, 2024 - Barron's
Partner, General Counsel and Wealth Advisor Patrick Kilbane spoke with Teresa Rivas at Barron's on recent federal government budget challenges.
October 8, 2024 - Ullmann Wealth Partners has been ranked on Forbes’ prestigious 2024 Top RIA Firms list, developed by SHOOK Research.
The Top RIA Firms list award was provided in October 2024 for assets reported on Form ADV as of March 31, 2024. No compensation has been provided to Forbes or SHOOK Research directly or indirectly in connection with obtaining or using the award.
October 5, 2024 - The Wall Street Journal
Caitlin Frederick, CFA, CFP®, Partner and Director of Financial Planning, was featured in an article discussing The HENRY – High Income, Not Rich Yet – group.
September 30, 2024 - Caitlin Frederick selected as an Excellence Awardee in the Rising Star Advisor of the Year category at the ninth annual Women to Watch Awards by Investment News.
The Rising Star Advisor of the Year award was provided in September 2024. Compensation was not provided directly or indirectly to InvestmentNews in connection with obtaining or using the award.
September 1, 2024 - Financial Advisor Magazine
Director and Wealth Advisor, Jack Gunn, CFP®, shared details on the cash flow approach he takes when building financial plans for his clients.
July 2, 2024 - Wall Street Journal
Brian James, Partner and Investment Director, was featured in an article in The Wall Street Journal discussing Nvidia's recent outsized contribution to the S&P 500 index.
June 10, 2024 - Pat Kilbane, Partner, appointed to Jacksonville Port Authority Board of Directors.
May 13, 2024 - Jack Gunn, CFP®, joins Ullmann Wealth Partners.
April 30, 2024 - Journey Beyond Divorce Podcast
In the episode of Journey Beyond Divorce, Patrick Kilbane discusses high-conflict, high-net-worth divorce and the emotional financial issues that often accompany these scenarios. They also talk about the importance of having a Certified Divorce Financial Analyst on your side throughout the divorce process.
April 16, 2024 - Financial Planning
With cash yielding five percent, why should clients invest in bonds? In this article, written by Caitlin Frederick, CFA, CFP®, Partner, Director of Financial Planning, Caitlin shares her thoughts.
February 15, 2024 - US News and World Report
Partner, General Counsel and Wealth Advisor Patrick Kilbane, shares his thoughts on what a Trump re-election would mean for the economy.
January 28, 2024 - Wall Street Journal
Partner and Director of Financial Planning, Caitlin Frederick, CFA, CFP®, was featured in an article in The Wall Street Journal where she shared her insights into recent market trends.
January 8, 2024 - Ullmann Wealth Partners names Caitlin Frederick New Partner
December 21, 2023 - Interview with Chuck Jaffe of Money Life
Brian James, Partner and Director of Investments, was interviewed on MoneyLife with Chuck Jaffe about how James uses ETFs and other funds and answers listeners questions.
December 15, 2023 - Jacksonville Business Journal Rising Stars
Caitlin Frederick, Director of Financial Planning, was recognized as one of this year's Rising Stars in the Finance category.
The Rising Star award was provided in December 2023. Compensation was provided directly to the Jacksonville Business Journal in connection with obtaining or using the award.
October 23, 2023 - YahooFinance
Pat Kilbane, Partner and Director of our Divorce Advisory Group, discusses how to save for retirement AND support aging parents.
October 10, 2023 - Forbes/SHOOK Research
Ullmann Wealth Partners secures a coveted spot on Forbes' prestigious list of America's Top RIA Firms.
The Top RIA Firms list award was provided in October 2023 for assets reported on Form ADV as of March 31, 2023. No compensation has been provided to Forbes or SHOOK Research directly or indirectly in connection with obtaining or using the award.
September 28, 2023 - FinancialPlanning.com
Partner and Chief Compliance Officer, Carrie King, is quoted in this article discussing the impact a government shutdown might have on financial advisory firms.
Brian James, CPWA®, Managing Partner and Director of Investments, was quoted in this recent Money article focusing on the impact of high interest rates on markets and how investors should react.
July 17, 2023 - Financial Advisor Magazine
Ullmann Wealth Partners has been named to Financial Advisor Magazine's list of the top RIA firms in the the nation for 2023.
The Top RIA Firms award was provided in July 2023. No compensation has been provided to Financial Advisor Magazine directly or indirectly in connection with obtaining or using the award.
June 16, 2023 - WealthManagement.com
Caitlin Frederick, CFA, CPA, Director of Financial Planning, was recently named one of this year's Rising Star Honorees in the Wealthmanagement.com 2023 Industry Awards.
The Rising Star award was provided in June 2023. Compensation was not provided directly or indirectly to WealthManagement.com in connection with obtaining or using the award.
At Ullmann Wealth Partners, we love to help women build their plans before their case ends so they don't end up needing to liquidate other savings to survive.
March 15, 2023- Financial Advisor Magazine
In light of recent bank failures, Managing Partner and Investment Director, Brian James, spoke to Financial Advisor Magazine about the advice he is giving clients when it comes to bank cash accounts.
March 9, 2023 - The Divorce Survival Guide
In this episode of Kate Anthony's podcast, Patrick Kilbane discusses what questions to ask during a consultation with a divorce lawyer and what you need to know about your money during a divorce.
March 1, 2023 - Financial Advisor Magazine
A healthy relationship must include important conversations about money. In this Financial Advisor Magazine article, Patrick Kilbane, Partner and Director of our Divorce Advisory Group, explains his method for navigating clients' emotions throughout the advising process.
January 5, 2023 - MarketWatch & Barron's
Due to the positive outlook on bonds this year, investors may consider adding a municipal bond fund to their portfolio. Discover why Brian James, our Director of Investments, favors the institutional class shares of the BlackRock National Municipal Fund.
December 6, 2022 - Family Lawyer Magazine.com
Caitlin Frederick, CFA and CPA, writes about breaking free from the “HENRY” (High Earner, Not Rich Yet) cycle.
November 9, 2022 - Action! Magazine
Patrick Kilbane, Director of our Divorce Advisory Group, talks about our firm's niche of assisting high-net-worth women going through the divorce process.
August 31, 2022 - Financial Advisor IQ
Glenn Ullmann explains the unlikely places he has found talent to help grow our firm.
August 4, 2022 - The RIA Podcast
Patrick Kilbane, Director of our Divorce Advisory Group, joined Seth Greene on The RIA Podcast to discuss supporting high-net-worth married and divorcing clients. During the interview, Pat shares our approach to wealth management and maximizing value for our clients.
Many of you know Patrick Kilbane as Director of our Divorce Advisory Group and a partner in our firm. But did you know, long before he became a wealth manager, he had a successful career in family law as an attorney? He discusses his path to Ullmann Wealth Partners and a career in financial planning in Nerd’s Eye View, a podcast focusing on the financial industry.
In this article "Reluctant to Spend in Retirement? Here are Some Tips to Tame Your Frugal Feelings" Glenn Ullmann discusses how we help clients manage their monthly spend in retirement.
March 7, 2022 - Press Release - Move Forward Confidently now available as an audiobook
February 15, 2022 - Financial Planning.com
Tax season is upon us and for some affluent investors it is more unpleasant than years past. Ullmann Wealth Partners’ president Glenn Ullmann spoke with Financial Planning.com about the struggles clients are experiencing and the tax return delays.
October 15, 2020 - Ponte Vedra Recorder - Community Matches $40K USO Donation from Local Business
October 1, 2020 - The Community Foundation - Interview with Pat Kilbane
November 24, 2019 - Investment News - Interview with Glenn Ullmann
May 21, 2019 -Jacksonville Daily Record - In The Law...Patrick Kilbane