Will Kaplan

Will Kaplan is an experienced Account Manager currently at Optavise since September 2021 and at DirectPath, a CNO Financial Group Company, since April 2018, where roles have included Senior Client Relationship Manager and Client Relationship Manager. Prior to these positions, Will held the role of Account Associate at State Farm ® from August 2017 to February 2018, focusing on relationship building and account servicing. Will also worked at Merrill Edge from August 2011 to July 2017 as a Financial Solutions Advisor, overseeing a team and assisting clients with financial planning and investment strategies. Will holds a degree from The University of Alabama, graduating in 2011.