Kristin joined the Boston Harbor Wealth Advisors team as a Client Service Associate at our Westborough, MA office, GPS Financial Management, in 2019. Before partnering with our team, she gained extensive industry experience in similar roles at Morgan Stanley 2011-2012, and KBS Wealth Management 2006-2011, and she has been with GPS Financial Management since October 2012.
Stability is essential to efficient and successful business operations. This is where Kristin’s attention to detail and organizational skills are crucial to streamline business efforts. Kristin is responsible for managing everyday processes such as maintaining and processing new client accounts, scheduling appointments, and coordinating seminars. Kristin provides support to Sean McCann, CERTIFIED FINANCIAL PLANNER™ professional, as his assistant.
Kristin has built strong relationships with our clients. She enjoys knowing that each member of the team is helping our client’s attain their goals and work toward both long- and short-term plans. She is known for being persistent, ambitious, and caring. It’s easy to see that Kristin cares because she genuinely has the best interest of others at heart and goes above and beyond to serve others. She aims to provide a level of comfort to our clients, helping them to worry less about the financial planning process so they can enjoy life to the fullest.
Boston Harbor Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.