Kimberly Evans

The mission of Align Wealth Advisors is to bring joy to our clients. We do this by aligning their wealth with their purpose. At the helm of the practice, Kimberly leads the team and partners with clients to make complex simple, allowing them to make sound choices for their future.

HOW DO YOU MEASURE SUCCESS AS A FINANCIAL ADVISOR?

After 25 years in the industry I am now advising the adult grandchildren of some of my first clients. To hear the life lessons passed down through generations is heartwarming. Helping those families continue their legacies successfully for generations to come is why I am most grateful this career found me.

WHAT ACHIEVEMENT ARE YOU MOST PROUD OF?

Balancing a career and motherhood is challenging. The rewards of each exceed the challenges of both.

WHAT CRITICAL LIFE EVENTS CHANGED THE COURSE OF YOUR LIFE?

Going to college overseas helped build my independence. As an adult, my own experiences with divorce, remarriage and parenting dyslexic children have given me perspective and empathy for the unexpected events life brings. I draw on these experiences as I guide others through their life transitions, helping them realize their potential.

Time and money are our two most valuable resources. How you spend them is how you spend your life. Managing your wealth aligned with your purpose is key to living your one best life.

WHAT’S YOUR HAPPY PLACE?

I can’t pick just one. The best part of being an advisor is witnessing a client’s success when they achieve their goals. Feeling my children’s love and seeing their joy fills my heart. Being on a sailboat in the ocean with my beloved husband ‒ going fast, feeling the wind and seeing the seascape ‒ soothes my soul.

WHAT ARE THE CAUSES NEAR TO YOUR HEART?

I am an advocate and mentor for the CFP Board’s Women’s Initiative. Being a CFP^® professional has made me a better advisor. It is important to me to give back to the organization that maintains a high ethical standard for our profession, while benefiting women entering the industry. As a working mother, I know it takes a village. I support education, dyslexia initiatives and youth athletics through fundraising and volunteering. These organizations have been an important part of our village.

EDUCATION

• Oglethorpe University, Certified Financial Planner Program Graduate
• University of North Texas, BA, Psychology and Spanish
• Trinity University, Semester in Spain

RECOGNITION

• Forbes Best in State, Georgia 2018-2020*
• Forbes, Top Women Wealth Advisors 2020**

ORGANIZATIONS

• Holy Innocents’ Episcopal School
• The Galloway School
• The Schenck School
• Northside Youth Organization
• International Dyslexia Association
• CERTIFIED FINANCIAL PLANNER® professional Board Mentor
• Sandy Springs Community Action Center

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Raymond James is not affiliated with the above organizations and/or charitable causes.‍

*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is based upon the period from 6/30/18 to 6/30/19 and was released on 1/16/20. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/ for more info.

**The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of April 2020): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is based upon the period from 9/30/18 to 9/30/19 and was released on 4/21/20. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.