Kristin Tucker, CFP®
Vice President, Integration & Client Experience
Office: Columbia, MD
Education & Certificates
B.A., Salisbury University
Certified Financial PlannerTM
Professional Background
Prior to joining CW Advisors in 2021, I started my career in the banking industry and then moved into a Client Service role at Pinnacle Advisory Group. I obtained my CFP® designation in 2011 and shortly after became the Director of Client Relations, where I was responsible for overseeing the Client Service Teams, ensuring an exceptional client experience and implementing initiatives derived from the firm’s strategic goals.
Personal Interests
I enjoy hiking, biking, sports, and being outdoors. My favorite place to be is at the beach with family and friends and my favorite thing to do is to spend quality time with my son.