Wealth Advisor, RJFS
How do you empower your clients to live their Signature Life?
I believe in the power of visualizing your ideal life and then building and executing a financial plan to achieve those goals. No two plans I work with my clients to create look the same, because everyone’s ideal life, the things that make them comfortable, and their existing situations are all so different. I want to help young professionals build their lives, tackle home ownership, student loans, marriage, kids, travel – but also help people who are a little further along in their journey who need to focus on college planning, retirement, and ageing parents.
What does your life look like outside of the office?
I’ve been married to my husband, Jesse, for 8 years. We live in Charlotte, NC and have been here since 2011.
I really enjoy finding ways to give back to the community. I’m a board member for Promising Pages, a non-profit dedicated to helping children get access to books, and enjoy volunteering for a few other local organizations.
What can you tell us about your professional journey?
I have a bachelor’s degree in finance from George Mason University in Fairfax, VA.
I started my career at Smith Barney, where I worked in a traditional investment and financial advice practice for 3 years, then moved with that same practice to Wells Fargo Advisors, where I spent the next 7 years. After 10 years in that practice, I decided to make a change and went to work for a start-up focused on bringing financial planning to 20-30 something professionals and families. When our funding ran out, I took some time to decide what I wanted my own practice to look like and decided to join the Signature Wealth team at Raymond James, where I could blend my experiences in both traditional investment advice with dynamic financial planning for the next generation.
Kristin really loves to break out into song. She thinks she can’t carry a tune to save her life…but we don’t mind the occasional live in-office entertainment.
Managing Your Money Doesn’t Have To Be Complicated
When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.