Kim is a Financial Advisor and is Vice President at Decisive Wealth Management. She is originally from Fall River, Massachusetts, and currently lives in Rhode Island with her husband, Todd, and their daughter, Madeleine. With more than 26 years of experience in the financial services industry, Kim started her career with Quick & Reilly as an operations specialist. She quickly advanced and became FINRA Series 7 registered in 2000 and was promoted to the position of financial consultant. Kim worked as a Financial Consultant at Quick & Reilly until 2003 and then moved on to manage a multimillion-dollar book of business for Citizens Investment Services in one of the state's largest territories. In 2007, Kim became a CERTIFIED FINANCIAL PLANNER™ practitioner, setting herself apart from the competition. In 2009, she partnered with her husband, Todd, to build and grow their practice as Investment Advisor Representatives*.
Registrations, certifications, licenses, and recognitions:
- CERTIFIED FINANCIAL PLANNER™ certification
- FINRA Series 7 (General Securities Representative)*
- FINRA Series 24 (Securities Principal)*
- FINRA Series 66 (Uniform Investment Adviser)*
- Life and health insurance agent
- 2017, 2018, 2019, 2020, 2021, 2022, 2023 & 2024 Five Star Wealth Manager Award**
Education:
- University of Massachusetts, Dartmouth, Massachusetts
Bachelor of Science, Economics, Cum Laude, 1996 - Bryant University, Smithfield, Rhode Island
Financial Planning Certificate Program, 2007
*Through Commonwealth Financial Network®, Member FINRA/SIPC
** 2017- 2024 Five Star Wealth Manager Award, research conducted by Five Star Professional. The 2024 award was presented in December 2023 based on data gathered within 12 months preceding the issue date. 703 Rhode Island-area advisors were considered, 120 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.