Kristy Sullivan

Helping individuals and businesses accomplish lifestyle goals and financial peace of mind

Role
Financial Planning Consultant at Raymond James
Location
Naperville, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kristy Sullivan

I am an experienced Certified Financial Planner™ and Accredited Asset Management…

Experience

  1. Financial Planning Consultant

    Raymond James

    Nov 2008 — Present · Naperville, IL, US

Education

  • Northwestern University School of Professional Studies

    CFP Certification Education Program

    2016 — 2017

  • Concordia University-St. Paul

    Bachelor's degree

Skills

  • Securities
  • Series 63
  • Series 7
  • Investments
  • Sales
  • Financial Advisory
  • Finance

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Kristy Sullivan — Financial Planning Consultant at Raymond James in Naperville, IL, US | Unifers