Broker Check
Kristen Neri

Kristen Neri

Wealth Planning Assistant

Kristen joined Delphi in April 2022, as a Wealth Planning Assistant for Frank Capriotti. Kristen has been working in the finance industry for ten years. She graduated from Penn State with both a Bachelors of Science in Finance and a Certificate in Financial Planning. Kristen and Frank are both dedicated, hard-workers who boast the skill of strong communication, creating efficiency in their day to day. They have developed a strong team dynamic since Kristen first became Frank’s assistant, allowing them to personalize clients’ financial plans and to make themselves available to their clients. Kristen truly is a “glass half-full” person and finds the silver lining when faced with challenges.

Kristen is a die-hard Philadelphia sports enthusiast. She and her husband, Lester, along with their two daughters, enjoy their trips to Disney spending time at the parks with their families.

Kristen holds her FINRA Series 6 & 63 licenses.