With more than 31 years of experience in wealth management, Kim offers a high level of financial planning experience to our clients. Our philosophy of long term conservative investing aligned with a personalized plan would not be complete without our team’s concierge service approach.
Prior to joining Raymond James in 2005, she managed an investment team, and was a financial advisor with UBS Financial Services, Inc. Earlier, Kim served as an investment associate with Merrill Lynch and McDonald and Company, and previously, she served as a financial advisor with Prudential Securities-Thomas McKinnon.
Out of the office, she enjoys outdoor activities with her family, which includes two wonderful children – Isabella and Aubree. Her charities of choice are Crossroads Pregnancy Center, Capuchin Food Pantry, and Mastiff Dog Rescue. Kim and her husband Jeff are very involved in their children’s education, and look forward to help building community and fostering new friendships at Upland Hills School.
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