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Kristina Recker, CFP, CIMA, AAMS

Financial Advisor

CERTIFIED FINANCIAL PLANNER®

Registered States:
  • AL
  • CA
  • DC
  • GA
  • HI
  • LA
  • MD
  • MI
  • NC
  • NH
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • The Pennsylvania state University, Bachelor of Science - Accounting
  • The Pennsylvania State University, Associate in Science - Business Admministration

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Institutional Consultant, UBS Institutional Consulting Program
  • Certified Investment Management Analyst®
  • Accredited Asset Management Specialist

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Women investors
Multi-generational families
Financial planning
Education planning
Retirement planning
Legacy planning
Institutional consulting
Retirement Plan consulting
307 International Circle
Suite 440
Hunt Valley, MD 21030

Email Me

kris.recker@ubs.com
Kristina Recker, CFP, CIMA, AAMS
307 International Circle,Hunt Valley,MD,21030

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