Kimberly Turner
Investment Advisor | Series 65 Licensed | Former Sales & Revenue Leader | GTM Enablement | Helping People Build Wealth & Confidence
- Role
- Investment Advisor at Smartpro Financial
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
Experience
Investment Advisor
Jul 2024 — Present · National, US
Provide fiduciary, values-aligned financial guidance to clients across the U.S. as a Series 65 licensed advisor and Ramsey SmartVestor ProSpecialize in helping individuals and families eliminate debt, build wealth, and create long-term investment and retirement plans tailored to their life goalsDeliver personalized financial strategies rooted in behavioral coaching, investment education, and risk management, resulting in greater client confidence and accountabilityCollaborate with tax professionals, estate planners, and insurance agents to deliver holistic, actionable financial plansEducate clients on investment performance, market trends, and portfolio structure to improve understanding and long-term decision-makingBuild trust-based relationships with Ramsey listeners, driving client referrals and retention through values-based service and transparent financial education
Education
Buffalo State College
B.S., Health and Wellness- Adult Fitness
2002 — 2006
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