Regency Wealth Management

Kristin Favaloro Client Service Specialist

Kristin joined Regency Wealth Management in 2025 as a Client Service Specialist. She brings several years of experience in client-facing roles within the financial industry, most recently serving as a Client Service Associate at UBS. There, she supported financial advisors by managing client accounts, processing transactions, and assisting with account reviews and reporting. Prior to UBS, she held a similar role at Merrill Lynch.

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