Kimberly B. Stewart
Director of Service
My NET WORTHWHILE™ is helping clients with the day-to-day, so they can focus on what’s truly important in life.
Kim’s passion for helping people and providing the highest level of service is evident in her daily interactions with the team and our clients. As Director of Service, Kim leverages her 18+ years of financial industry experience, exemplary work ethic, attention to detail, and friendly manner to develop strategies for improving our processes and efficiencies, and ensuring our clients receive the best level of service.
Kim works closely with our relationship managers on the implementation of planning and investment strategies for our clients. Kim also provides comprehensive account support services, including researching and responding to client inquiries, processing account openings and closings, assisting with account distributions, and portfolio accounting and reporting. Our clients know and trust that if Kim doesn’t have an immediate answer to their question, she will find the answer.
Prior to joining SignatureFD, Kim worked at the Raymond James headquarters in St. Petersburg, FL as a Branch Service Advisor. In 2007, she moved to Atlanta and worked with high-net-worth individuals, families, and foundations in Client Operations for Raymond James Financial branch offices in Buckhead and Midtown. Kim holds a Bachelor of Science Degree in Economics from the University of South Florida.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.