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Registered Client Service Associate Supervisor

Kristen Roach

Registered Client Service Associate Supervisor

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Kristen joined Fratarcangeli Wealth Management in early 2020. Kristen’s newest role as our Registered Client Service Associate Supervisor has elevated the Administrative Team that she supports to the next level of detail in an effort to lead a red carpet experience for our clients. Throughout her career in the financial service industry, Kristen has optimized her drive to succeed helping her provide the very best level of service to both our team and our clients who have become family to her. Her laser focus on being ethical and detail oriented has been a driving force in her career growth, coming to our team from her role previously as a registered relationship manager for a large national firm. Kristen is responsible for overseeing the administrative team and processes, and supports all of the relationship managers and the clients they serve. She handles transactional money movements, new account openings, client inquiries and ongoing daily support that is not nine to five.

 She enjoys building long term relationships and takes great care in creating an exclusive personalized client experience. Her compassion and dedication shine through her work every day, and she feels privileged to serve as an integral part of this team through dedication and hard work. Kristen holds her Series 7 & 66 Registrations and is also licensed in health and life insurance. Kristen and her husband Thomas have two boys; Jordan and Jackson. As a family they love to spend quality time together and travel in their free time.