Kimberly Marriott

About Kimberly Marriott

Families, my own and my clients\', are at the heart of what I do. I built my career as a wealth management advisor while raising a blended family of four children. Many of my client relationships reach deep into families, as far as three generations. I believe that professionalism, compassion and a strong work ethic are among the reasons why high-net-worth clients choose me to help them design strategies aimed at growing their wealth and preserving it for future generations. I grew up the youngest of four children in a family where finances were seldom discussed. I know that sharing personal details isn\'t always easy. That\'s why I\'m dedicated to creating environments where clients can feel comfortable having difficult conversations about their financial lives. I\'M COMMITTED TO: A consultative approach to wealth management. I help clients take a big-picture view of their finances, with strategies for cashflow, tax minimization, retirement and legacy planning, as well as managing investments. Helping clients navigate life\'s transitions. I emphasize the value of preparing \"what if\" scenarios for expected events (like retirement), as well as unexpected ones (like divorce). It\'s gratifying to see clients pursue strategies for different stages of their lives, especially widowed and divorced women with little experience in financial decision-making. Lifelong learning. I\'m a great believer in continuing professional education to help me and my clients stay on top of new ideas and trends in an ever-changing financial environment. As I expand my knowledge, I share it with clients. I\'M PROUD OF: A supportive team that shares my commitment to exceptional service. My charitable work in the community.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™.

Experience

1. Wealth Management Advisor

   Merrill Lynch

   Jun 1997 — Present

Education

• Fordham University

  Bachelor's Degree

  1989 — 1993

• High Point University

  Master's Degree

  1994 — 1996