Kimberly is both Insurance and Securities licensed and is a well known local professional with experience in the matters of financial services. She has 30 years of industry experience and has taught retirement classes throughout the Tampa Bay area since 1995.
During her career she has provided guidance for both individual investors and small business owners to help develop and implement personalized financial solutions.
Her affiliation with Securities America has provided additional resources, such as cutting-edge advisory programs through Securities America Advisors, Inc., investment banking services through Ladenburg Thalman Financial Services, Inc. and sophisticated new technologies providing added value for her clients.
Initial Consultations are complimetary.