Kimball “Kim” Bullard is a managing director with Raymond James in the firm’s Providence branch office. Kim believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their long-term financial goals. He aims to provide a comprehensive approach to wealth management, risk management and estate planning to individuals, families and businesses.
Kim employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial solutions designed to meet his clients’ specific needs. He works diligently to assist his clients, with quality customer service and the intention of being their trusted wealth advisor for life.
Prior to beginning his career in financial services in 2000, he served in the United States Marine Corps. He received his undergraduate degree from Providence College and his MBA from Averett University. Kim also holds a Certified Investment Management Analyst® certificate from Wharton University.
Originally from Norwood, Massachusetts, he is active in the community as a volunteer for organizations such as Providence College and Veterans Services. He enjoys playing and watching golf, working outside in his yard, and spending time with his wife Annemarie, his son Korbin, his grandson Rory and his three step-sons David, Michael and Shane.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
