Account Executive, Financial Services & Benefits @ Boyd Insurance
Kristy graduated with a Bachelor of Science degree in Finance from the University of South Florida in 2011, and joined Boyd Insurance and Investment Services in January of 2014 as an Account Executive for Financial Services and Employee Benefits. Prior to joining Boyd, Kristy spent over three years with Global Financial Private Capital in Sarasota, FL playing an essential role in the building, launching, and continued operations of their independent retirement plan. Upon her departure, she was responsible for the oversite of more than 30 retirement plans nationwide, totaling more than $30 million in assets.
Along with her work with the retirement plan platform, Kristy served in a management position in Global Financial’s Financial Planning Department to streamline the flow of proposals and analytics for over 200 financial advisors’ prospects and to help build relationships with top producing advisors nationwide. After acquiring an affinity with assisting employers in bringing Employee Benefits to their workforce, Kristy adopted a full-service approach to Employer Sponsored benefits, bringing group medical insurance and other ancillary coverages into her toolkit to be offered to local businesses. She now serves as the lead Employee Benefits advisor at Boyd Insurance and services more than 70 businesses in the community.
Kristy and her husband Charlie welcomed a baby boy in December of 2015, also named Charlie. In their spare time they enjoy spending time with family and friends and their beloved dogs, Snoopy and Monty. They also enjoy traveling, spending time outdoors, and being involved in the Sarasota and Manatee communities. Kristy was accepted and is currently participating in the 2017-2018 Leadership Manatee class through the Manatee Chamber of Commerce. She also serves on the board of the local Gulfcoast Chapter of the National Association of Insurance and Financial Advisors.
Kristy maintains the FINRA Series 6 and the NASAA Series 65 licenses making her dually registered in both a broker-dealer and investment advisory capacity. She also holds insurance licensing in the state of Florida in Life and Health Insurances including Annuities and Variable contracts and continues to educate herself to help meet and exceed the needs of her clients.