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Meet Our Team

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Learn about Kerri

Kerri Sullivan-Kreiss

President, Financial Advisor

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Learn about Rachel

Rachel Foskett

Director of Operations

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Learn about Andrea

Andrea Thompson

Director of Portfolio Management and Trading

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Learn about Jennette

Jennette MacDonald

Investment Operations Specialist

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Learn about Sara

Sara Espino

Office Manager
Client Service Specialist

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SullivanKreiss Financial

Phone:

1700 West Park Drive, Suite 340
Westborough, MA 01581

Fax: 

508-351-0770

508-630-2333

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The Financial Advisor (s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

 

https://brokercheck.finra.org/

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