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Kristin Wech
Client Services Manager

Kristin joined the Boston Harbor Wealth Advisors team in 2017 as an Administrative Specialist. She is responsible for customer service and operations, among many other duties at the Mansfield branch, such as maintaining client profiles, managing orders, and following up with clients. Before joining Raymond James, she gained valuable and relatable experience while working at Lincoln Financial for five years.

The passion Kristin has for her career stems from the relationships she has established with clients. She enjoys getting to know clients and seeing them through various points in their life.

Her understanding of the industry, along with her reputation as a reliable and trustworthy resource, makes Kristin a key member of our team. She is often our client’s first point of contact, which allows her to set the positive impression and tone due to her professionalism and impeccable attention to detail.

Kristin’s expertise in the areas of customer service and operations allows us to consistently provide valuable and meaningful experiences for our clients as the operations that occur behind the scenes are crucial to the success of our clients and advisors.

Kristin earned her Bachelor of Science from the University of Rhode Island and an MBA in marketing and strategy and international business management at California State University, East Bay.

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