Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Insurance
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • CLTC® Certified Long Term Care

Education

  • Bachelor of Science in Finance, University of Central Florida

Awards & recognition

  • Ameriprise Black Empowerment Award, 2022
  • KRS Wealth Management, Ameriprise Client Experience Award, 2023

Previous experience

  • Wealth Advisor, KRS Wealth Management (LPL Financial, Broker Dealer) Orlando, FL, 2010 - 2016
  • Financial Advisor, Edward Jones Investments, Orlando FL, 2005 - 2010
  • Financial Services Product Associate, State Farm Insurance, Orlando, FL, 2002 - 2005
  • Team Manager, Charles Schwab & Co., Inc., Orlando, FL, 1993 -2002

Barron's Advisor podcast "The Way Forward"

Check out my recent appearance on the Barron’s Advisor podcast – “The Way Forward” - where I discussed improving financial literacy in the black community.

Kimberly Stewart: Improving Financial Literacy in the Black Community

By clicking this link, you will be directed to a website that is unaffiliated with Ameriprise Financial, Inc. Other than the Ameriprise related content that this link connects to, Ameriprise has not been involved in preparation nor guarantees the accuracy of the content supplied at the unaffiliated site and therefore takes no responsibility for that content.

The views expressed here reflect the views of Kimberly Stewart as of February 6th, 2024. These views may change as market or other conditions change. Actual investments or investment decisions made by Ameriprise Financial and its affiliates, whether for its own account or on behalf of clients, will not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not account for individual investor circumstances.

Ameriprise Financial cannot guarantee future financial results. Client experiences may vary.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Community participation

Kimberly is a member of Alpha Kappa Alpha Sorority, Inc., and currently serves on the Downtown Development Board for the City of Orlando and the Unity of Eatonville Federal Credit Union Board of Directors. Her past civic engagements include the UNCF Advisory Council, the Negro Spiritual Scholarship Foundation Board, and the Orlando Philharmonic Orchestra Board. She believes that "too whom much is given, much is required." In 2022, Kimberly endowed the "Kimberly R. Stewart Endowed Scholarship in Support of Black Women" at her alma mater, the University of Central Florida.

Interests

Kimberly's passions beyond the world of finance include traveling, music, reading, and spending time with family and friends.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.