With her friendly demeanor and meticulous eye for detail, Kim helps the team deliver a customized client experience. She brings 14 years of industry experience to her role as practice business manager, handling an array of administrative duties – everything from onboarding new clients to managing client communication.
She joined Raymond James along with the Williams & Townsend Wealth Management Partners team in 2021. Before that, she was a registered senior wealth management client associate at Merrill Lynch for 13 years, where she was a branch coach for other client associates and trained in leadership. Her background also includes a role at E-Trade Financial.
She has lived in California and Michigan and resides in South Jordan, Utah, with her husband, Gary. They have two children, Harrison and Olivia. In her free time, Kim enjoys spending time outdoors with her family and gardening.
Kim.Smith@raymondjames.com
D: 801.736.6176
