Kimberly Lohden is a Practice Business Manager at Belleair Private Wealth Management Group of Raymond James, bringing an impressive 33 years of industry experience to her role. Her commitment to excellence, vast knowledge, and exceptional skills makes her an invaluable member of our team.
Kimberly feels privileged to be part of our clients’ lives during significant moments. As a dedicated professional, she goes above and beyond to offer comprehensive assistance in various areas for both advisors and clients. Whether it involves setting up new accounts, managing cash flow and lending needs, or collaborating with clients’ CPAs and Estate Attorneys for smooth transitions, Kimberly provides expert guidance.
Kimberly resides in Pinellas Park with her husband Michael. She takes immense pride in her children, Stephen and Shane, and first grandchild, Benji. As a family they enjoy many activities together including live sporting events and world travel.