Kim has been with Legacy Capital since 2002, almost from the very beginning. More than two decades later, she runs the operational side of client service: opening accounts, getting transfers and paperwork right the first time, moving money where it needs to go, and making sure clients can log in and see everything in one place. For most of the families we serve, Kim has been the steady hand behind their accounts for the entire life of the relationship.
She's also fully licensed through FINRA, holding her Series 7 and Series 65 registrations through LPL Financial, and she's a notary public so the documents that need notarizing can usually be handled right here, without sending you elsewhere. Whatever the question — a form, a transfer, getting into your accounts — Kim's instinct is to solve it on the spot rather than pass you down a chain, and when she can't, she makes sure the right person does before it slips.
Outside the office, Kim's time goes to her husband, her five grandchildren, and the neighbors she's close with — and she rarely turns down a good game of bingo.