Kimberly M. Shocklee
Wealth Management/Financial Planning
- Role
- Generations - High Net Worth - Sr Wealth Strategist Associate Financial Planner at Edward Jones
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Kimberly M. Shocklee
I provide holistic financial planning solutions to clients and financial professionals…
Experience
Generations - High Net Worth - Sr Wealth Strategist Associate Financial Planner
Feb 2025 — Present · Scottsdale, AZ, US
Education
University of Phoenix
MBA
2007 — 2009
University of Phoenix
BS
2003 — 2006
University of Arizona
BA
1999 — 2006
Skills
- Financial Planning
- Accounting
- Forecasting
- Managerial Finance
- Small Business
- Financial Reporting
- Accounts Receivable
- Financial Advisory
- Microsoft Excel
- Financial Analysis
- Business Planning
- Sales
- Investments
- Gaap
- Budget
- Life Insurance
- Finance
- Insurance
- Internal Audit
- Cash Flow
- Financial Services
- Strategic Planning
- Retirement
- Strategic Financial Planning
- Financial Accounting
- Quickbooks
- Accounts Payable
- Retirement Planning
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