About Us
Carolyn has been in the business for more than 20 years, having spent all those years with Raymond James & Associates in the Crystal River, Florida office. She holds a Wealth Management Specialist designation from Kaplan University, as well as a Retirement Plan Consultant designation. In addition to her Series 7 Securities license, she has a Series 63, Series 66 (Registered Investment Advisor Representative) and a Life, Health and Variable Annuity License. Having attended various retirement planning courses, RJ Trust School and the Institute for Divorce Financial Analysts (IDFA), she possesses keen insight into the nuances of investment management, family law, the legal and financial implications of divorce, retirement and estate planning, and the probate process.
In her life away from the office, Carolyn enjoys spending time with her daughter, Lauren, either boating or fishing on the weekends.
Kris has been a member of our industry for more than 16 years, joining Raymond James in 1997. Her strengths include large estate cases and high-net-worth individuals. In additional to holding her Series 7 Securities license, she holds a Life, Health and Variable annuity license as well as a Series 31, Futures Managed Funds license. Kris is also in the process of obtaining the Series 9/10, Securities Principal license. In her free time, Kris enjoys horseback riding with her daughter, Katelin.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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