Kimberlee Hansen
Wealth Advisor to High Net Worth Individuals and Families
- Role
- Partner - Client Advisor at Freestone Capital Management
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Kimberlee Hansen
Kim joined Freestone in as one of the firm’s five original members. She initially…
Experience
Partner - Client Advisor
Mar 1999 — Present · Seattle, WA, US
As a client advisor, I understand each client has a unique set of financial complexities and long-term goals. At Freestone, we offer a full suite of services to help protect, grow or transfer your wealth, and address all aspects of your financial life to provide peace of mind and the freedom to focus on what truly matters.
Skills
- Series 65
- Investments
- Asset Management
- Asset Allocation
- Investment Advisory
- Investment Strategies
- Series 7
- Hedge Funds
- Alternative Investments
- Series 63
- Financial Services
- Equities
- Portfolio Management
- Client Relations
- Fixed Income
- Client Services
- Wealth Management
- Securities
- Mutual Funds
- Wealth
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