Kim has been a vital part of our financial advisor team since 2000, helping our advisors serve our clients well. She holds the Series 7 and Series 66 Securities licenses, as well as the Series 9 and Series 10 Supervisor licenses and finds great satisfaction in helping bring clarity and convenience to each client’s financial life.
She has been part of the Winter Park Wealth Group since its founding in 2013. Earlier in her career, Kim worked at Smith Barney for 13 years, and for five years as a junior mortgage underwriter at Approved Residential Mortgage, Inc.
Born in Winter Park, Kim was raised and now resides in the Oviedo area. She and her husband, Mike, are very involved with the Veterans of Foreign Wars East Seminole County Post 10139. They enjoy boating, fishing and camping in their free time.
Raymond James is not affiliated with any of the organizations listed above.