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.