• Kristina Necessary

    Client Services Coordinator

Kristina Necessary is a Client Services Coordinator at Riverbridge Wealth Management, where she focuses on delivering client experience and supporting the office’s day-to-day operations. She brings her entire career of financial services experience to the team and previously served as Director of Operations at another wealth management firm.

Kristina graduated from Frostburg State University in 2007 with a Bachelor of Science in Business Administration and received Departmental Honors in Finance. She is an alumnae member of Delta Zeta and a founding member and former Treasurer of the Omicron Chi chapter of Delta Sigma Pi, the international business fraternity.

She is passionate about giving back to her community. Kristina has served as a board member for The Tuberculosis Association of Ohio County and Wheeling Health Right, Inc., where she also held the role of Secretary. She has additionally volunteered with the United Way of the Upper Ohio Valley as a member of its Allocation Panel.

Kristina resides with her husband, Brad, their two children, Lena and Kole, and their Doberman Pinscher, DeBeaux.

Raymond James is not affiliated with the above organizations and/or charitable causes.