Kristen Ericson

Kristen joined Raymond James in January 2008. Kristen’s primary responsibilities are assisting clients with reaching their financial goals through thoughtful and appropriate investment of their assets in addition to retirement planning, college savings planning and risk management. Getting to know her clients and learning what is important to them is the most rewarding part of what she does. In addition, Kristen conducts research and analysis of the various investments that are used on our models and contributes to the monitoring, management, and trading of those models.

Prior to joining Raymond James, Kristen spent 9 years as Investment Officer at a local bank Trust Company. She graduated from Rockford University with a Bachelor’s Degree in Economics/Finance in 1998. She holds a Series 7 General Securities Representative license and Series 66 Uniform Combined State Law license. In addition, she holds the AIF® designation, Accredited Investment Fiduciary.

Kristen lives in Rockton with her husband, son and daughter. Much of her spare time is spent attending and cheering on her children who participate in several sports including soccer and gymnastics. In addition, gardening, hiking and just being outdoors are favorite activities.