Raymond James welcomes $500 million financial advisor in San Ramon, California
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Kristin Sullivan, CWS®, MBA, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Sanjiv Shukla, Western assistant division director for RJFS.
Sullivan joins the established team of advisors at Summit Financial Group, based in San Ramon, California. Together 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 where she managed approximately $500 million in client assets.
“As a financial advisor, my top priority has always been to provide my clients with tailored advice and a comprehensive planning experience,” said Sullivan. “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’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," said Nathan Bennett, partner for Summit Financial Group and financial advisor for RJFS.
Sullivan brings more than 30 years of financial planning experience, with a focus on business owners, executives, families and individuals preparing for and living in retirement. In addition to 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.
“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,” said Shukla.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.6 trillion as of Nov. 30, 2024. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.