Kimberly A. Herbst

Senior Client Service Associate, Private Client Group

Kim joined the Clearstead Private Client Consulting Group in 2003 and has over 30 years’ experience in various administrative and client support roles. Kim supports several advisors in the Private Client Group at Clearstead.  Her work entails client and management support for financial, investment and tax related matters.

Kim has an Associate Degree in Business Management.

YOUR FUTURE IN FOCUS

At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.

Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.

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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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