Kimberly joined Waverly Advisors in February of 2025 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Client Service Associate at Waverly, Kimberly is responsible for all aspects of client service including account maintenance, distributions and asset transfers.
Kimberly resides in Cincinnati, Ohio and spends time trying to keep up with her four grandchildren. She and her chocolate Lab, Whiskey, are upland bird hunters and keep their skills sharp by skeet and trap shooting.
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