Kimberly D. Warner
Kim joined Waverly Advisors in 1999 and serves as an Annual Plan Review Specialist. She has worked in a variety of roles in the financial industry since 1995. Kim provides support to Waverly Advisors and their corporate retirement plan clients by preparing and delivering comprehensive plan reviews that help meet clients’ needs and fiduciary responsibilities. Kim also performs operational tasks for the corporate retirement group, prepares onboarding agreements while providing guidance and support to company plan sponsors and their employees. Kim resides in Vestavia Hills, AL with her husband, daughter, and their Vizsla. They have an adult son in California who they enjoy spending time with as often as they can.
Education
- Undergraduate Studies
Kennesaw State Community College, Kennesaw, GA
- Undergraduate Studies
University of Alabama at Birmingham, Birmingham, AL
Community Involvement
- Church of the Highlands Member
- Grace Klein Community, Feed BHM volunteer
- Restoration Academy
- Vestavia Hills Volleyball
- Birmingham Beach Volleyball Supporter
- Saint Jude Hospital Supporter
Ask Me About
- Why it is important to meet annually to review your company retirement plan
- What participant or company reports are available online
- How my children inspire me with their big dreams
- Why I love serving others especially the elderly and children
- My daily quote – “Smile! Everyone has a purpose and gift to share. What is yours?”
