Margaret Kimmel is a CERTIFIED FINANCIAL PLANNER™ professional who believes that success in achieving important financial goals starts with a comprehensive strategy. Using a consultative approach with her individual and corporate clients she tailors investment programs to each client's unique situation. She seeks to discover and address opportunities and risks that clients may have overlooked that could have a significant impact on their ability to reach their objectives.
Margaret and her husband are animal lovers. They have a menagerie of pampered dogs, cats and horses.
Community Groups:
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.