Kristy Sullivan-Raymond James is a financial advisory firm located in Naperville, IL. Led by experienced Certified Financial Planner practitioner Kristy Sullivan, they offer a wide range of services including personal financial planning, investment management, insurance planning, estate and gift planning, tax planning, and risk management services. With over 15 years of experience in the financial services industry, Kristy is dedicated to helping clients achieve their financial goals and providing them with confidence about their future.
As a graduate of Concordia University and Northwestern University's financial planning program, Kristy brings a wealth of knowledge and perspective to her clients. She is particularly passionate about working with Pre-Retirees, Divorcées, Widows, and Widowers, and takes pride in developing custom financial plans that align with their individual goals. Active in the community, Kristy serves as a Community Service Board Member for the Rotary Club of Naperville After Dark and enjoys playing the piano, skiing, playing tennis, and exploring the outdoors with her husband and three children.
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