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FUNDRAISING NEWS | January 14, 2025

RayJay Recruits $500M Bay Area Team from Schwab

Tags: Personnel, Financial Advisor Move

Raymond James announced that Kristin Sullivan, most recently an advisor at Charles Schwab managing $500M in client assets, has joined the firm’s independent advisor channel, creating Summit Financial Group based in San Ramon, CA.

The new team provides clients with personalized retirement planning, investment and risk management, business planning and estate and generational planning. Sullivan has nearly three decades of financial industry experience providing wealth management advisory services. Prior to joining Summit and Raymond James, she had been a vice president and senior financial consultant at Schwab since 1995, according to her LinkedIn profile.

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Written By: Dakota

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