Kimberly A. Smith

Client Service Associate – Registered

Kimberly joined the team in September 2021 with previous experience in the financial services industry. She leads the team’s daily operations management, new client onboarding, and client services. Kimberly provides dedicated support to advisors and clients, enhances individual and business relationships, and delivers the highest level of administrative and operational solutions.


  • Truist Wealth, Brokerage Registered Client Service Associate
  • BB&T, Wealth Support Specialist
  • Wells Fargo, Lead Teller


  • Series 7, 66 licenses
  • Securities Industry Essentials Exam
  • Life and Health Insurance license