Krystal strives to deliver a high-quality level of administrative and operational service to our clients. Helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy a quality client experience.
Krystal also supports the business operations of our team, rebalances accounts and provides assistance to the financial advisors in reviewing accounts. She holds Series 7 and 66 securities licenses
Her duties also include daily account trading, overseeing staff and office workflow, reviewing daily cash flow and incoming funds and assisting clients with account-related questions.
Krystal joined our team as a wealth management associate at Merrill Lynch in May 2015 and started her career at Smith Barney in 2007. She earned a bachelor’s degree in psychology from Rhode Island College.
Krystal lives in Lincoln, Rhode Island. In her free time, she enjoys traveling, being with her family and her dogs, cooking and golfing.
Raymond James is not affiliated with the above organizations and/or charitable causes.
