Raymond James announced it recently welcomed financial advisor Kristin Sullivan, CWS, MBA, to Raymond James Financial Services (RJFS) – which is the firm’s independent advisor channel – according to Sanjiv Shukla, Western assistant division director for RJFS.
Sullivan has joined the team of advisors at Summit Financial Group, based in San Ramon, California. They provide clients with personalized retirement strategies, investment and risk management, business planning, and estate and generational planning. Sullivan was previously affiliated with Charles Schwab, managing about $500 million in client assets.
Sullivan brings over 30 years of financial planning experience, focusing on business owners, executives, families, and individuals preparing for and living in retirement. Along with her professional tenure, she has earned the Certified Wealth Strategist professional designation, a degree in business economics from the University of California, Santa Barbara, and an MBA from Cal State East Bay.
KEY QUOTES:
“As a financial advisor, my top priority has always been to provide my clients with tailored advice and a comprehensive planning experience. I chose to join Raymond James and Summit Financial Group because it aligns with my client-first philosophy, my commitment to high-level, personalized service and offers the utilization of robust planning tools. This transition allows me to leverage new resources and offer an even greater depth of support to help my clients as they pursue their financial goals.”
- Kristin Sullivan
“Kristin’s dedication to enhancing the lives of her clients and her unwavering commitment to doing things the right way are core values we look for in our financial advisors. We are thrilled to welcome her to our Summit Advisor community, and we are confident that Summit’s resources will not only empower her to elevate her client service but also support her continued success.”
- Nathan Bennett, partner for Summit Financial Group and financial advisor for RJFS
“I’m pleased to welcome Kristin to Raymond James as part of the highly respected Summit Financial Group. Her depth of experience and shared values with the firm make for an excellent addition to our growing footprint on the West Coast.”
- Sanjiv Shukla, Western assistant division director for RJFS
