Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
30
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

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

Community participation

Kimberly is a member of Alpha Kappa Alpha Sorority, Inc., and has served on 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."

Interests

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