Kristin plays a crucial role in supporting our clients with their financial needs and questions. She acts as a liaison, connecting clients with the right professionals to ensure their concerns are addressed accurately and efficiently. Her responsibilities include enrolling client accounts into our managed platform, documenting client reviews to ensure strategies, risk tolerance, objectives, and time horizons are appropriate, managing fund transfers and trading, and conducting research to help our team identify strategies tailored to clients' financial situations.
Kristin joined Raymond James in May 2019, after working as an investment and client associate at Merrill Lynch. She holds a degree in speech-language pathology from Penn State University.
Kristin loves exploring the local parks and trails with her family and is an avid reader, often found with a good book in hand. She also has a passion for cooking and enjoys trying out new recipes on weekends.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
