Kristen Mahan

About Kristen Mahan

Kristen began her career in financial services in 2007 with Wachovia Securities, one of Wells Fargo Advisors’ legacy Firms. She holds the CERTIFIED FINANCIAL PLANNER™ certification. Kristen strives to provide exceptional personal service in helping clients work toward their short and long-term financial and life goals. Once Kristen has an in-depth understanding of her client’s financial needs, she crafts an investment plan and develops investment strategies. In addition to all required securities registrations, Kristen is licensed in insurance in New York and other states. She holds her Series 7 and Registered Investment Advisory Representative (Series 66) registrations and earned the Chartered Retirement Planning CounselorSM certification. Kristen values the unique investment planning needs and considerations for everyone and holds the Accredited Domestic Partnership AdvisorsSM designation. Kristen lives in Latham, NY with her husband Joey, her son Barrett, and their beloved Beagle Breeze. She graduated Summa Cum Laude from the State University of New York at Albany with a B.S. in Business Administration and concentration in Finance. When not in the office, Kristen enjoys visiting out of town family and friends, especially her nieces Harper and Cecelia, her nephew Sam, reading, baking, and watching Syracuse basketball. Kristen also enjoys gardening- unfortunately, not all are born with a green thumb.This information is intended for use by residents of AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, and WA only.Insurance licensed in the following states: AZ, CA producer license #0H78446, CO, CT, DC, DE, FL, GA, MA.Resident State: NYCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

Experience

1. Financial Advisor

   Raymond James

   May 2025 — Present

Education

• National University of Ireland, Galway

  Sociology

  2008 — 2008

• University at Albany, SUNY

  Business Administation, Finance & Management

  2005 — 2009

Skills

• Retirement Planning
• Asset Allocation
• Wealth Management
• Finance
• Financial Advisory
• Investments
• Financial Services