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Our financial advice team


Kimberlee A Barrett-Johnson Ameriprise Financial Advisor

Kimberlee A Barrett-Johnson

CFP®, CDFA®, CKA®

Private Wealth Advisor

President
ArkWise Wealth
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 15 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Estate Planning Strategies

Interests

  • Family (married 29 + years to David, with four children)
  • Church, Women's Bible Study group
  • Community engagement ( Women United in Philanthropy, The Senior Center, Leadership Charlottesville Alumni Association, Chamber Business Women's Roundtable, Leave a Legacy program, volunteering at children's school, UVA Club of Charlottesville)
  • Learning languages (Spanish, French, German) and travel
  • Tennis, Skiing, Yoga, Nia
  • Book clubs

Community participation

The Senior Center, Inc., Board Member 2003-2006 & 2011-2014

Charlottesville Area Planned Giving Council, Founding President and current Secretary; Leave a Legacy-Thomas Jefferson Area, former Co-Chair

Central Virginia Estate Planning Council, former president, current member

Leadership Charlottesville Alumni Association (Class 2000), member and former board member

Women United in Philanthropy, donor member, grant committee member; United Way Day of Caring, team leader

Charlottesville-Albermarle Chamber of commerce, Business Women's roundtable

Chamber Non-Profit Council, past co-chair

Awards & recognition

  • Working Mother Top Wealth Advisor Moms, 2018-2019
  • Forbes Best-in-State Wealth Advisors, 2018-2019
  • Ameriprise Circle of Success, 2001-2018
  • Forbes Top Women Wealth Advisors, 2020

Qualifications

  • CKA® Certified Kingdom Advisor®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®

Education

  • University of Virginia, Masters Degree 1993, Theology, Ethics and Culture
  • Rice University, MAT 1990; BA 1988, National Merit Scholar
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