Kristin is committed to providing a top-tier client experience, responding to all requests in an efficient and professional manner and with a high level of attentive personal service. She is experienced in other industry areas as well, including investment trading, asset allocation, and account administration and maintenance.
Before joining Mark McHugh’s team in 2014, Kristin spent three years at Lincoln Financial Advisors as a client services representative working under an investment advisor, assisting in all facets of his insurance and investment business. Earlier in her career, she served as a claims representative for Disability Management Services.
Kristin holds Series 7 and 63 licenses, and graduated from the University of Massachusetts-Amherst with a BBA in finance. Kristin is from Westfield, Massachusetts and now lives in Boston.
Raymond James is not affiliated with the above organizations and/or charitable causes.