A Committed Team
Our holistic approach encompasses a financial life guidance assessment and concierge support for financial well-being. At Wiley Group, it has meant investment in technology, research and the best talent in the business.
A former employee at Morgan Stanley, Kimberly has established herself as a vital member of our team with her eight years in the financial services industry, her problem solving nature and her technical curiosity.
As Client Advisor, Kimberly monitors client portfolio performance and provides updates to clients on a regular basis.
Kimberly has earned the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning. She works with clients to assess their long-term planning situation and needs, to evaluate retirement options and to make appropriate recommendations. Kimberly has spoken to professional groups on financial planning and employee benefit plans. She currently holds her Series 65 license.
An honors graduate of West Chester University, Kimberly is a frequent traveler. She not only admires the earth's natural beauty, but she especially enjoys learning about the many different cultures around the world. In her spare time, Kimberly practices Bikram Yoga, takes floral arrangement classes and volunteers at Main Line Animal Rescue.
Kimberly currently sits on the Board of Directors for Daemion Counseling Center; a community-based mental health counseling center located in Berwyn, Pa.