Kim began her financial services career at Scott & Stringfellow in 1993. During her time there, she held positions in Trading Support Operations, rising to the rank of Assistant Vice President. Having held positions throughout her career at UBS Financial Services, and Wells Fargo Advisors, Kim has amassed experience in many areas of the industry, including being a retirement plan specialist, and a registered client service associate. According to Kim, the best part of her day is “helping clients with their needs, and keeping her advisors organized.”
Kim has earned her Series 7 and Series 63 securities registrations, and also holds life, health and annuity insurance licenses. Kim lives in New Kent County with her husband, Brian, and has one grown daughter.
In her spare time, Kim likes to work around her house and yard and loves playing with her two mini Australian Shepherds.