How I can help you

Kimberly is dedicated to providing comprehensive operational support by delivering prompt service and accurate information to the team’s clients. Through humor and wit, she loves connecting with clients and takes great pride in her attention to detail and disciplined approach. From opening new accounts, trade executions, and asset transfers, Kimberly proactively spots potential risks before they happen, providing clients with peace of mind.

What makes me knowledgeable

With more than four decades of experience, Kimberly began her financial services career at E.F. Hutton. She joined Raymond James in 1994. Kimberly holds the Series 7 and Series 63 securities licenses.

Getting to know me

Originally from Anchorage, Alaska, Kimberly moved to St. Petersburg, Florida in 1987. She is a passionate cat person and enjoys attending concerts in the park, going to Rays games and getting together with her game group.