David Kim

David Kim,

WMS™ Client Relationship Manager

David Kim is a Client Relationship Manager of 130 Global of Raymond James, bringing more than 20 years of corporate experience and over a decade dedicated to wealth management, financial planning, and advisor development Prior to his current role, David held leadership and leaderships positions with firms including Wedbush Securities, Cetera Financial Group, and Sterling Wealth Partners, specializing in financial planning, portfolio development, practice management, and business strategy.

He earned his bachelor's degree from Liberty University and began his career with global professional services firms Ernst & Young (EY) and PricewaterhouseCoopers (PwC), where he developed a strong foundation in compliance, business operations, technology, and process improvement. Known for his collaborative leadership style and passion for combining technology with financial planning, David is committed to building lasting relationships and helping clients pursue their long-term financial goals with confidence.