Kimberly Evans
Founder and CEO, Align Wealth Advisors | Senior Financial Advisor, RJFS
- Role
- Founder and CEO at Align Wealth Advisors
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Kimberly Evans
Kimberly helps her clients pursue the goals they are most passionate about, and align…
Experience
Founder and CEO
Aug 2020 — Present · Atlanta, GA
Senior Financial Advisor, RJFSSecurities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Align Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Education
University of North Texas
Bachelor of Arts
1988 — 1992
Skills
- Finance
- Financial Advisory
- Investments
- Retirement Planning
- Asset Allocation
- Retirement
- Securities
- Investment Strategies
- Mutual Funds
- Iras
- Insurance
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