Kristin Polito

WORK HISTORY

EDUCATION

ABOUT KRISTIN POLITO

As a former university professor and currently, as a Financial Advisor and Senior Portfolio Advisor, I am passionate about financial literacy, and I have used this to educate my clients on their investments. What I have learned during my very rewarding time in financial services is that people are seeking help from someone who is competent and understands their financial situation to help them define and meet their financial goals at the lowest risk possible. As a seasoned Financial Advisor with 15+ years of experience in the financial services industry, I focus on business development, goals-based financial planning, client relationships, and financial and asset allocation analysis for clients and prospects. I enjoy interpreting economic and financial trends, then helping my clients utilize this information to make educated decisions that will best meet their financial goals. I have also worked in large insurance, financial services, and higher education organizations as a professor and administrator, and consulting nonprofits. I am extremely familiar with the venture capital space, identifying and providing portfolio management experience to biotech, high-tech, telecom, semiconductor and other startups, as well as advising early-stage entrepreneurs from these industries and through my volunteer consulting with SCORE Boston. I would enjoy connecting with you in the future at the following: Kristin Polito Financial Advisor, Senior Portfolio Advisor Merrill Lynch Wealth Management (61••••••43 (Office)(85••••••25 (Corporate Mobile) k••••••••@ml.com *Asset allocation does not ensure a profit or protect against loss in a declining market.*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.