Coreen Klein

Financial Services Account Manager
Office Phone: 941-745-8300
Coreen Klein brings extensive experience and a customer-centric approach to her role as an assistant in our financial planning practice. With a keen eye for detail and a commitment to excellent customer service, Coreen ensures that our clients’ needs are met efficiently and effectively.

Coreen Klein is an invaluable asset to the Boyd Insurance and Investments team, bringing a wealth of experience and dedication to her role. Originally from Niagara Falls, New York, Coreen has made Bradenton, FL, her home for the past 20 years. With a strong educational background from Buffalo State College and the University of South Carolina, she excels in assisting clients with their financial planning needs, providing exceptional customer service, and managing various administrative tasks.

One of Coreen’s favorite aspects of her work is the close-knit relationships she builds with her colleagues during group luncheons and outings. With a grateful heart and a talent for making clients feel at ease, she plays a pivotal role in ensuring their financial needs are met and goals achieved.

Getting to Know Her Personal Side

Outside of work, Coreen finds joy in spending quality time with her husband, Scott, her three college-aged children, Caitlyn, Joshua, and Johnathan, as well as family, and friends. They indulge in beach days, thrilling jet ski rides, bike riding, hiking, visiting many National State Parks, traveling, as well as attending sporting events and country concerts with her family and friends. She’s a big Tampa Bay Lightning and Buffalo Bills Football Fan. Coreen’s daily mantra of starting with a grateful heart fills her life with fulfillment. She gladly assists clients with making changes to their accounts and enjoys being their reliable support.

Meet Other Team

Deborah Merrick

Personal Insurance Advisor

Office Phone: 941-745-8300
Direct Line: 941-567-3779

Lexie Guanchez

Employee Benefits Advisor
Office Phone: 941-745-8300

Summer Clifton

Assistant Commercial Account Manager
Office Phone: 941-745-8300


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