Will Kaplan

Will Kaplan is an experienced Account Manager currently employed at Optavise since September 2021 and at DirectPath, a CNO Financial Group Company, since April 2018. Previous roles include Senior Client Relationship Manager and Client Relationship Manager at DirectPath, as well as Account Associate at State Farm® from August 2017 to February 2018, where relationship building and account management were key responsibilities. Prior experience also includes a six-year tenure as a Financial Solutions Advisor at Merrill Edge, where portfolio reviews and investment education were pivotal in assisting clients with their retirement goals. Will Kaplan holds a degree from The University of Alabama, obtained between 2007 and 2011.