Kimberly joined Merrill Lynch Wealth Management in 1997. Kimberly’s focus is on addressing the importance of each clients’ financial needs in conjunction with their specific goals. She utilizes a team of specialists and suite of services that Merrill provides to enable her to assist individuals, families, and business owners with all of their wealth management needs.
Additionally, Kimberly holds the Certified Divorce Financial Analyst® certification and works with clients and their attorneys to show the long- and short-term financial impacts of proposed settlements. Kimberly provides clients and attorneys with the following:
•Calculating present value of retirement and pension benefits
•Financial data for Qualified Domestic Relations Order
•Tax minimization strategies
•Equitable buyout strategies for family owned businesses
•Recommendations for maintaining lifestyle after divorce and
throughout retirement
Kimberly is a graduate of Fordham University, with a B.S. in Finance and High Point University with a M.S. degree in International Management. She also holds a certificate of completion from University of Southern California Davis School of Gerontology Longevity Training Program. This helps her advise her clients and their families on strategies and concerns incident to the aging process. She holds the Chartered Retirement Planning Counselor, CRPCTM designation, awarded by The College for Financial Planning Institutes Corp. and the CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc..
While her children were younger, she served her community through Grimsley High School and as a merit badge counselor for the Old North State Boy Scout Council. She currently sits on the Boards of Communities in Schools of Greater Greensboro, the Greensboro Society of Financial Services, the Women’s Professional Forum Foundation, and the Greensboro Newcomers Club. She is also currently serving as a mentor for the Cherie Blair Foundation. In her time away from the office she enjoys being certified yoga instructor registered with Yoga Alliance, playing tennis, golf, mountain biking, and body surfing.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
