Kristin joined Barrett & Company in 2009 and has advanced into the role of Senior Wealth Management Associate to the Firm’s Wealth Management Advisory Team. She holds the FINRA Series 99 - Operations Professional registration and the Wealth Management SpecialistSM designation from the College of Financial Planning. Kristin earned her Associate’s Degree in Business with a concentration in both Accounting and Financial Services from the Community College of Rhode Island.
Kristin brings 20 years of experience in the financial services industry with comprehensive knowledge in client service and operations. She supports our Advisory Team's financial planning initiatives utilizing eMoney Advisor, providing clarity and vision through all stages of a client’s life