Kristy Sullivan, CFP, AAMS Financial Advisor with Raymond James

Kristy Sullivan, CFP, AAMS Financial Advisor with Raymond James Kristy is a Financial Advisor with Raymond James in Naperville, IL Therefore, a response to a request for information may be delayed. Raymond James & Associates.

Kristy is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., plus the Accredited Asset Management Specialist (AAMS) accreditation. She has been in the financial services business since 2006 and specializes in financial strategies and solutions in the areas of retirement, estate, college, insurance and employee benefit planning.*
Raymond James & Associates Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information & availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm. Inc., Member New York Stock Exchange/SIPC
Certified Financial Planner Board of Standards Inc., owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER TM and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
*Raymond James does not provide any legal or tax advice.

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and ene...
08/03/2026

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:

raymondjames.com

The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil pri...
06/30/2026

The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil price stability and its impact on global markets loomed over an otherwise strong economy. Get the details in the June market recap:

raymondjames.com

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

raymondjames.com

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earni...
05/01/2026

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earnings are expected to grow. Learn more in the April market recap:

raymondjames.com

Here's something I know for sure:You deserve a financial advisor who sees you, hears you, and empowers you to make decis...
04/23/2026

Here's something I know for sure:

You deserve a financial advisor who sees you, hears you, and empowers you to make decisions with confidence.

I know you want more than an advisor who you see once a year for your annual review.

I know what you need is a true financial partner.

Someone who simplifies the complexities, listens without judgment, and provides a roadmap tailored to you.

That's what I strive to be.

A trusted guide.

Because when you have the right partner, the possibilities are endless.

Living a life well-planned is waiting for you—and I'd be honored to help you build it.

04/22/2026

yahoo.com

04/21/2026

cpapracticeadvisor.com

Let's talk about financial planning as a form of self-care.Knowing you have a plan to cover your needs, support your fam...
04/21/2026

Let's talk about financial planning as a form of self-care.

Knowing you have a plan to cover your needs, support your family, and build your dreams brings clarity, confidence, and peace of mind.

As Financial Literacy Month continues, here's your reminder:

✨ You deserve a life that reflects your vision and values.
✨ You can achieve clarity and confidence with the right guidance.
✨ It's never too late (or too early) to start planning for the future.
Financial literacy isn't just knowledge; it's empowerment.

Let's make your financial plan work as hard as you do.

Address

263 Shuman Boulevard, Suite 275
Naperville, IL
60563

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 3pm

Telephone

+16305793827

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