Kristin Estep

Kristin Estep is a Retirement Plans Client Relationship Manager with Essex Financial Services. She joined Essex Financial Services in March 2014 after working as a licensed Relationship Manager in the Private Client Group at Fidelity Investments. Prior to her experience at Fidelity, Kristin was in the banking industry for ten years. Kristin has extensive client service and sales experience. She currently holds her series 7 and 63 licenses and is a Notary Public.

Kristin supports James Sullivan.

E-mail: Kristin.Estep@EssexFinancialServices.com

Contact

860-767-4300

Highlights

Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
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David LaMay's Legacy of Giving

A life-long resident of Old Saybrook, David LaMay believes in giving back to his community. Courtesy of The Harbor News November 2, 2016

Financial Times Recognizes James Sullivan, AIF®

James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
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EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016