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 Managing Directors 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.
Find Your Clarity
We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114