Kalyn brings thoughtfulness and patience to her role as a financial advisor, demonstrating commitment to understanding clients’ needs and taking time to help make sure that their investment decisions reflect them. She wants all of her clients to have a plan for their future that enriches the lives they want to live.
Prior to joining Raymond James, Kalyn worked at Merrill Lynch for seven years, followed by another nine years at UBS. She attended Santa Clara University’s Leavy School of Business, where she received a finance degree. She has also earned a Certified Exit Planning Advisor® designation from the Exit Planning Institute.
On a day-to-day basis, Kalyn advises her clients on strategies that lead them toward the retirement they envision for themselves. She is personally invested in every relationship with every client, understanding them as a person first, and then getting to know their financial situation.
Outside the office, Kalyn is active in her local community. She works with the Boys and Girls Club of Carlsbad. Her hobbies include spending time outdoors with her family.
Originally from Encinitas, Kalyn still resides there today with her husband, Nick, and children, Payton and Elway.
Raymond James is not affiliated with and does not endorse the above organizations.