Kim has almost 25 years in the securities industry, with positions in wealth management operations, trading supervision, RIA transition, research and compliance. She also holds many securities licenses, including a Series 7, 24, 63, 52 & SIE, as well as a SC Insurance License.
Kim spent the majority of her life living in Florida, having grown up in Daytona Beach. She graduated from the University of Florida with a Bachelor of Science in Psychology and spent many years post-college in Southwest Florida.
In her free time, Kim loves spending time with her family, watching movies & traveling back to the beautiful beaches of her home state.