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
Financial Planning Consultant
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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