Kimberlee Clark joined Raymond James as a Financial Advisor in February 2024. She launched her career in the securities industry 15 years ago during the recession of 2008-2009. She had held several positions as she advanced her career with firms such as UBS, Ameriprise Financial, and Deutsche Bank, prior to joining Raymond James.
Having experience with some of the roughest economic periods over the past two decades she understands what means to provide prudent investment advice and is determined to help her clients protect and grow their wealth. Her extensive research is focused on implementing financial solutions tailored to small business owners and people who are approaching or enjoying their retirement years.
Kimberlee was one of the millions that fled the west coast during the COVID pandemic and she is happy to call Southwest Florida her new home. She spends a lot of time outside at the beaches and staying active. She loves to travel, enjoys cooking, and working with animals.