Kimberly is a Financial Advisor and assists with client portfolio reviews, plan implementation, and plan monitoring. Kim is also responsible for all business management responsibilities. She received her Wealth Management Specialist (WMS) designation in 2005 and believes that proper financial planning is both art and science. Since joining the industry in 1994, she has served clients with the goal of building long lasting relationships.
Kim graduated from the University of South Florida with a degree in Marketing. She serves on the board of the YMCA of the Suncoast, and is an active member of her church. In her free time, Kim is an avid golfer and enjoys attending sporting events, physical fitness and vacationing I her motorcoach RV. Kim joined Raymond James in 1996.
Raymond James Longevity Advisory Board Member
Serving as your center point, helping you navigate blind spots related to healthcare, caregiving, housing and legacy planning. Learn more