Client Service Associate, Private Client Group
Kimberly joined Clearstead in 2015, and has 20 years’ experience in the Financial Industry. Her primary duties include establishing new relationships, day to day client relations, and account maintenance for the Private Client Group.
Prior to joining Clearstead, Kimberly spent 16 years at two separate local independent financial firms. Kimberly holds a Bachelor of Science from Kent State University and maintains a State of Ohio Insurance License and is a Notary Public in Cuyahoga County. Kimberly is the current Treasurer for her son’s Middle School PTSA.
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