Kim Rodgers
,

First Vice President, Senior Financial Advisor

360 Hamilton Avenue
White Plains, NY 10601
914.683.9506
Learn more about an advisor's background on
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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.

About Me
Welcome

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.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Brendan Duffy
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
Mark D Temple
Employee Benefits Specialist
Bank of America, N.A.
About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Kimberly Rodgers is registered to do business in CA, CT, FL, GA, MA, MD, NC, NH, NJ, NM, NY, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.