Kreitler Associates LLC
Administrative Support Services

Investor Access
 
 

Professionally Speaking

About Us

Our firm provides an unusually talented team dedicated to your financial success. Our services include:

  • Helping clients, through ongoing education, become better investors.
  • Developing lifetime relationships.
  • Specializing in working with families.
  • Charging no commission. Fees are based on assets under management.
  • Making money management techniques used by institutional investors available to individual investors.
  • Creating money management techniques.





Robert Kreitler
CFP®
Branch Manager, RJFS
robert.kreitler@raymondjames.com

Robert Kreitler, CFP®, manages a New Haven branch office of Raymond James Financial Services, Inc. He has been a financial planner for over 20 years. He was associated with CIGNA Financial Advisors from 1985 to 1997. He worked for Champion International for five years on economic and governmental issues and spent 15 years with the federal government, half of those years with the Office of Management and Budget. He has degrees from Carleton College and Yale University. He has written multiple articles on retirement planning and is the author of Getting Started in Global Investing, which introduces the Island Principle®. He is a regular guest on Connecticut Public Radio's "The Faith Middleton Show".

Charles Kreitler
Financial Advisor, RJFS
charles.kreitler@raymondjames.com

Charles Kreitler, Financial Advisor, RJFS, joined Kreitler Associates in 2005. Before joining Kreitler Associates, he served as Vice President of Client Services at Marketing Management Analytics, a marketing analytics firm headquartered in Wilton, Conneticut. Charlie created and ran MMA's pharmaceutical practice. His work focused on improving the marketing effectiveness of Fortune 100 pharmaceutical and consumer packaged goods clients through analytical solutions. Before joining MMA in 2000, Charlie worked at Cannondale Associates, a marketing consulting firm specializing in assisting global consumer packaged goods companies with trade promotion and category management. Charlie holds a Bachelor of Arts from St. Lawrence University.

Kersti Melchiore
Director of Client Services
kersti.melchiore@raymondjames.com

Kersti T. Melchiore, is director of client services for Kreitler Associates, which she joined in 2001. She also has her Registered Paraplanner designation. Kersti has extensive experience in customer service and client management. She graduated from Hereford College of Art & Design in England and moved to the United States in 1990.

Lindsey Underwood
Registered Associate, RJFS
lindsey.underwood@raymondjames.com

Lindsey Underwood, Registered Associate, RJFS, joined Kreitler Associates in 2006. Lindsey is a six-year veteran of the financial industry and has a broad range of experience. She came to Kreitler Associates from The Moneta Group, a fee-based financial planning firm located in St. Louis, Missouri. Lindsey focused on client relations, financial planning and investment research. Prior to Moneta Group she had worked at Edward Jones in the investment banking, international fixed income, retirement plan marketing and insurance marketing departments. Lindsey holds a bachelor of science in business administration with an emphasis in finance from the University of Missouri - Columbia.  She has obtained her series 7, 66 and 63 licenses.

 

 

Kim DiRaffaele
Finance Manager
kim.diraffaele@raymondjames.com

Kim DiRaffaele, Finance Manager, joined Kreitler Associates in 1995. She has over 20 years of finance and accounting experience. She was with Deloitte & Touche for six years where she had the responsibility for supervising audits. Kim obtained her Bachelor's and Master's degrees in accounting and business administration from Florida Atlantic University.

Sandy Blanchard
Operations Manager
sandy.blanchard@raymondjames.com

Sandy L. Blanchard, Operations Manager, joined Kreitler Associates in 2007 with more than 20 years experience in the financial services industry. Sandy worked at The Polaris Agency, Inc., for three years as operations manager, Jefferson Polit for two years as manager of broker services, and Polaris Services, Inc., as operations manager for 15 years. Sandy is a graduate of Stone School of Business and holds both Series 7 and Series 24 licenses.

 

Patrice Fanning
Office Manager
patrice.fanning@raymondjames.com

Patrice Fanning, office manager, joined Kreitler Associates in 2007 after working in the television industry.  Patrice holds a Bachelor's degree in business administration from the University of Vermont.




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195 Church Street
11th Floor
New Haven, CT 06510
Phone: 203-867-4396
Fax: 203-867-4398
Contact Us

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Securities and
investment advisory
services offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

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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