Phone: (617) 745-0900
Fax: (617) 745-0910
Kristin Perry is an Executive Assistant for PRW Wealth Management LLC. Her wide-ranging responsibilities include organizational, administrative, analytic, and technical support for the Wealth Strategy and Financial Planning Groups. She is responsible for licensing, assisting representatives in reviewing performance of our clients’ insurance policies, and preparation of various reports for our clients’ investment portfolios. Kristin has over 25 years of experience as an Executive Assistant in the Greater Boston area.
Prior to joining PRW Wealth Management LLC, Kristin was employed at Broadridge Financial Services, and prior, served as the the Executive Administrator to the Northeast Regional President at Toshiba Business Solutions for 15 years. She attended Middlesex Community College and remained on the Dean’s list while attending the Nursing Program.