Kim McMillan helps clients achieve their financial goals with custom investment advice and outstanding personal service. She offers a wide range of financial planning services and investment solutions. By taking the time to understand what clients want to achieve with their assets, she offers highly personalized planning and investment advice. This approach allows her to choose the most appropriate investments to serve as a road map for pursuing each client’s financial goals.


Kimberley McMillan is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alaska, Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Maine, Maryland, Massachusetts, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin.

Kimberley McMillan is licensed to offer insurance and annuity products to residents in Florida, New Jersey, North Carolina, Rhode Island, Utah and Virginia.