With over 30 years of experience in the financial services industry, Kristin understands the needs and concerns many people have in light of today’s market volatility. She has been with Raymond James since 1997 and worked with A.G. Edwards & Sons for nine years prior.
Kristin earned a Bachelor’s of Business Administration degree in Marketing from Eckerd College. She has earned designations as a Wealth Management Specialist and Retirement Income Certified Professional. Her main area of focus is the complete financial planning process, which includes: tax-efficient estate planning, business succession planning, retirement income planning, life insurance strategies and higher education funding.
Kristin and her fiancé, Jim, enjoy living in Gulfport, where they are raising his two teenagers. Kristin also has a grown son, Mikel, who works for Raymond James as an analyst in the AML & Financial Crimes department.
Active in her community, Kristin is the current Chair of the Board of Trustees for Suncoast Center Inc., and is a both a board member and loan committee chairperson for Project Prosper. She is also an active member at the local and statewide level for the Florida Federation of Business & Professional Women. Her hobbies include playing golf, riding her motorcycle, growing orchids, reading science fiction, cheering for the Tampa Bay Rays, and traveling.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.