Kimberly as part of the Belleair Private Wealth Management Group helps clients achieve their goals and dreams, which serves as a great source of satisfaction for her. She has worked with Raymond James since July of 1990, becoming a Registered Client Service Associate in 1998, and Practice Business Coordinator in 2018. Her goal is to provide clients with the best service possible in operational, administrative and trading support.
Kimberly attended St. Petersburg College. She currently lives in Pinellas Park with her husband, Michael, and dog. Kimberly enjoys family activities and attending sporting events as well as visiting Disney to see her two sons, Stephen and Shane, who live in the Orlando area.