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. Being named to Working Mother magazine’s list of Top Wealth Advisor Mothers and achieving national recognition for two parts of my life I hold dear is meaningful to me.
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.
Oglethorpe University, Certified Financial Planner Program Graduate
University of North Texas, BA, Psychology and Spanish
Trinity University, Semester in Spain
Working Mother Magazine, Top Wealth Advisor Moms 2017-2019*
Forbes Best in State, Georgia 2018-2020**
Forbes, Top Women Wealth Advisors 2020***
Holy Innocents’ Episcopal School
The Galloway School
The Schenck School
Northside Youth Organization
International Dyslexia Association
Certified Financial Planner™ Board Mentor
Sandy Springs Community Action Center
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
* SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. For more information see www.shookresearch.com. Data as of 3/31/2019. From a total universe of 300,000 advisors, based on our thresholds we received 30,691 nominations, of which approximately 20% (6,000) were women and less than half (< 3,000) at the time were mothers with children under the age of 21 and living at home. A final list of the top 400 advisors was then compiled based upon the quantitative criteria. Research Summary (as of 10/2018): From a total universe of 300,000 advisors, based on our thresholds we received 26,000 nominations, of which approximately 20% (5,200) were women and less than half (< 2,600) at the time were mothers with children under the age of 18 and living at home. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of 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.
Data provided by SHOOK™ Research, LLC as of July 2017. The Working Mother and Shook Research ranking is based on an algorithm of qualitative and quantitative data. Shook Research considered wealth advisers who are mothers with at least one child living at home and under the age of 18 with a minimum 5 years of industry experience. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisers rarely have audited performance reports. Rankings are based on the opinions of Shook Research LLC. Neither Shook nor Working Mother receives compensation from the advisers or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of 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. For more information see www.shookresearch.com.
** The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who 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. In 2019, out of 29,334 advisors nominated by their firms, 3,477 received the award. In 2018, roughly 21,138 advisors nominated by their firms, 2,213 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s 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.
** 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 not indicative of 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/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 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor Shook receives 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.
