Kimberly D. Warner

Kimberly D. Warner

Kimberly Warner joined Waverly Advisors in 1999 and serves as an Annual Plan Review Specialist for Waverly Advisors.

Her primary responsibilities include supporting Waverly Advisors and plan administrators during clients’ annual reviews. Kimberly also provides guidance to company plan sponsors in the planning of their employee education meetings and their enrollment materials. As needed, Kimberly also assists plan administrators regarding trades and daily reconciling of retirement plans. Kimberly is passionate about providing A+ Service to meet clients’ needs.

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
  • Restoration Academy
  • Vestavia Hills Volleyball & Basketball Volunteer

Ask Me About

  • Why it is important to meet annually to review your company retirement plan
  • How a company retirement plan can improve company morale
  • How employees can benefit from retirement plan education
  • How my son and daughter inspire me with their big dreams
  • Why I love serving others and party planning
  • My daily quote – “Remember whose you are and who you are.”
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