Kimberly is a Client Advisor with the LaConte Group at Alex Brown. She provides a comprehensive approach to wealth management, risk management, estate planning, retirement planning, and 529 education savings plans to individuals, families and businesses. She works with clients to develop customized strategies designed to help them achieve financial confidence as well as their professional, personal or philanthropic goals.
Kimberly is dedicated to managing and preserving wealth for her clients and their families and is committed to helping her clients realize their long-term financial goals. She earned a bachelor’s degree from Loyola University in Maryland. Kimberly is a CERTIFIED FINANCIAL PLANNER™ professional and holds the applicable securities registrations and insurance licenses.
Having grown up on Long Island, Kimberly currently lives in Manhattan and enjoys exploring the city, traveling and spending time with family and friends. Outside of the office, Kimberly focuses on running and keeping fit.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.