Savannah, GA | (912) 224-3069
Leadership, experience and a commitment to building a strong relationship with you, distinguishes the KCG Investment Advisory Services’ team. We use a client-centered approach to achieve our high level of service.
Our partnership with the other Destiny Wealth Partners Firms gives us greater bench strength than ever before. We believe whether in sports, business, or your personal finances, having a strong team allows us to deliver a better experience to you.
Senior Wealth Advisor & Partner
Kimberly is a 30-year veteran of the financial services industry, a Certified Financial Planner and an accomplished Certified Investment Management Analyst (CIMA). She earned her CIMA credentials through The Wharton School Aresty Institute of Executive Education and The Investment & Wealth Institute.
Kimberly has expertise in the development of personalized financial plans; in particular, the implementation of those plans including investment management. Kimberly has experience as a trust officer, has advanced certifications within the life insurance industry, and was a portfolio manager and investment advisor for boutique investment advisory firms before beginning KCG Investment Advisory Services in 2009.
She is passionate about creating financial plans for her clients that align with their core values and life purposes.
Kimberly believes in family first and enjoys scenic drives and bike rides with her husband, and family time with her sons.
Getting to Know Kimberly
