Kymberlie Reed
Private Wealth Advisor, Ameriprise Financial Services, LLC.
- Role
- Private Wealth Advisor at Small Wealth Management
- Location
- Little Rock, AR, US
- LinkedIn followers
- 500 followers
About Kymberlie Reed
P: 50••••••68 / E: k••••••••@ampf.comOur purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with us, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress, and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.Please visit for important rules and disclosures about how you and I can interact on social media.
Experience
Private Wealth Advisor
Jun 2013 — Present
Small Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.Areas of focus •Retirement Planning Strategies•Social Security Retirement Benefits•Executive Compensation and Benefit Strategies•Cash Flow Management Strategies•Tax Planning Strategies•Retirement Plan Distribution•Wealth Preservation Strategies•Family Finances•Insurance•Estate Planning StrategiesCommunity participation •Volunteer at the Arkansas Food Bank•Volunteer at Ronald McDonald House•Volunteer at Arkansas Donor Family Council Charity•Diversity Director - West Central Arkansas SHRM•President of Hot Springs Civitan Club•Member / Altrusa International of Hot Springs Village AR IncQualifications•CRPC® Chartered Retirement Planning Counselor℠• APMA® Accredited Portfolio Management Advisor℠• CLTC® Certified Long Term Care®Interests• Spending time with Family • Sewing • Watching College Football • Fishing • Traveling • Volunteering in the Community AR Insurance License #13••••10
Education
University of Phoenix
Bachelor of Science, Criminal Justice
2004 — 2007
Skills
- Strategic Planning
- Risk Management
- Client Relationships
- Community Service
- Employee Benefits
- Small Business Planning
- Education Planning
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