ADVISOR BIO

Kimberly Kotomski is a financial advisor at Robert W. Baird & Co. Inc. Kimberly has been in the financial services industry since 2002. Kimberly has a wide range of experience in the industry, having previously worked for HEFREN-TILLOTSON, INC., PRINCOR FINANCIAL SERVICES CORPORATION, and CUNA BROKERAGE SERVICES, INC. Kimberly is licensed in 19 states and holds the Series 7, Series 63, and SIE licenses. Kimberly is dedicated to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Kimberly Mcdonald Warner is an investment advisor representative at Waverly Advisors, LLC. Kimberly has been in the industry since 2002, previously working at Purshe Kaplan Sterling Investments and 1st Global Capital Corp. Kimberly is registered in Alabama and has a Series 7 and Series 66 license. Kimberly is experienced in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Kimberly Rose Blakely is a financial advisor registered with Mariner Wealth, a firm with over 700 investment advisor representatives. Kimberly has been in the industry since 2013. Kimberly holds the Series 66 license and is also a Certified Financial Planner. Kimberly is currently registered in Indiana, Kentucky, and Ohio. Kimberly has experience working with individuals, high net worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Kimberly Beatty is a financial advisor with RBC Capital Markets, LLC. Kimberly has been in the financial services industry since 1999. Kimberly holds Series 63, Series 65 and Series 7 licenses and is a registered investment advisor in California and Texas. Kimberly has experience in providing financial planning, portfolio management and other investment services. Kimberly has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and Citigroup Global Markets Inc.

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ADVISOR BIO

Kimberly Miller is a financial advisor registered with Robert W. Baird & Co. Inc. and has been in the industry since April 2004. Kimberly Miller holds the Series 6, 7, 9, 10, 66 licenses. In addition to being registered with the firm, Kimberly Miller is also a board member and member of the finance-investment committee for CASA, a non-profit organization. Kimberly Miller specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Kimberly Miller also specializes in providing investment management services, financial planning, and pension consulting. Kimberly Miller is licensed to provide financial advice in multiple states.

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ADVISOR BIO

Kimberly Wilkes Tirrell is an investment advisor representative with Baldwin Brothers LLC. Kimberly is registered in Massachusetts and Texas and has been in the industry for over 17 years. Kimberly's previous experience includes a role at American Research & Management Company, where she was registered from March 2006 until May 2013. Kimberly specializes in providing financial planning, portfolio management, and selection of other advisers for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Kimberly Ann Hayes is a financial advisor who has been in the industry since January 2008. Kimberly is currently registered as a Registered Representative with Columbia Management Investment Advisers, LLC. Kimberly has been with the firm since May 2010. Prior to that, Kimberly worked at Columbia Management Distributors, Inc. Kimberly holds the Series 66, SIE, and Series 7 licenses. Kimberly has experience with a variety of investment strategies, including asset liability management, credit analysis and asset allocation. Kimberly specializes in serving high-net-worth individuals, investment companies, corporations, and pooled investment vehicles.

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ADVISOR BIO

Kimberly McConnell is a Registered Representative of Stifel, Nicolaus & Company, Inc. with over 30 years of experience in the financial services industry. Kimberly has been registered with Stifel, Nicolaus & Company, Inc. since April 2006. Previously, Kimberly was registered with Century Securities Associates, Inc. from October 1992 to September 2006. Kimberly is licensed in 46 states and the District of Columbia. Kimberly holds Series 4, 7, 8, 9, 10, 24, 53, 63 and 65 licenses, as well as the SIE license.

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ADVISOR BIO

Kimberly Bakos is a financial advisor with over 16 years of experience in the industry. Kimberly currently works at Stifel, Nicolaus & Company, Inc. in MURRIETA, CA. Kimberly holds several licenses including Series 7, Series 10, Series 9, and Series 66. Kimberly's background includes previous experience at Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Kimberly specializes in working with individuals, families, and businesses. Kimberly is also registered to provide investment advice in over 35 states.

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ADVISOR BIO

Kimberly Savoie is a financial advisor with Stifel, Nicolaus & Company, Inc. Kimberly has been in the industry since December 1984. Kimberly specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Kimberly is also registered with FINRA and holds the Series 7, Series 63, Series 65, and SIE licenses. Kimberly is also a Certified Financial Planner.

SPECIALIZATIONS