With nearly 26 years of industry experience, Kim has long dedicated herself to helping clients identify and pursue their personal financial goals. She works closely with clients at every step of the discovery and implementation process. Kim focus's on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve.
In 1998, Kim joined UBS/PaineWebber after working as a sales assistant at Morgan Stanley Smith Barney. She arrived at Merrill Lynch Wealth Management in 2002 where she has served as a lead Client Service Associate and Investment Associate for her team. She became a Financial Advisor in 2014 and now holds the title of First Vice President. Passionate about delivering an excellent plan and service, Kim holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning CounselorTM designation, the Certified Investment Management Analyst® designation and recently completed the Sports and Entertainment - Accredited Wealth Management AdvisorTM designation.
A native of New Hampshire, Kim is a graduate of St. Joseph's College in Maine, where she earned a Bachelors degree in English and Journalism. She currently resides in White Plains, New York.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
