Kristin is our Financial Planning Consultant and registered Sales Associate. She excels in handling projects, providing solutions and servicing relationships for the team. Kristin's ten years of Raymond James experience and more than twenty years of securities industry experience increase the depth of knowledge and wisdom at your fingertips while also adding to our client service capabilities as your advisor team.
Kristin is a graduate of the University of Florida, where she earned her Bachelor's degree in Business Administration. She earned her AAMS® designation in 2007 from Kaplan University. Kristin was recognized with multiple Service Excellence awards, including the prestigious ACE Award* from Raymond James in 2012. She recently completed the Ed Slott IRA Success course in 2016 and is proficient in handling complex estate and trust matters for our clients. In 2013, Kristin married her longtime boyfriend, Rick Dunham, and she enjoys travelling and watching the Florida Gators football team.
*The ACE (Associate Committed to Excellence) award is given out quarterly to selected support staff associates in the Eastern Division of Raymond James & Associates who continually show an ability to work well with clients, to share best practices with fellow associates and who understand our unique business needs. ACE award winners regularly ensure prompt follow through, work well in a team, and demonstrate a desire to continually improve. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of associate's future performance. No fee is paid in exchange for this award/rating.
Raymond James is not affiliated with the above organizations and/or charitable causes.