Kim strives to provide the best service to her clients at SAM in her role as a Senior Client Relationship Manager with a holistic financial approach to meeting her clients’ needs. Prior to joining SAM, she was a Vice President Client Advisor at JP Morgan Bank and VP Banker in JP Morgan Private Bank. She began her career as a financial advisor at Morgan Stanley where she earned her CERTIFIED FINANCIAL PLANNER® certification while advising clients and serving on the investment committee on a team managing $2B in assets. She has experience serving both high net worth and ultra-high net worth investors. In addition to the CFP®, Kim has earned her CDFA®, an accreditation for professionals who provide in-depth financial analysis and advice to attorneys and couples relating to divorce.
Kim graduated Magna Cum Laude with a Finance degree from Sam Houston State University and earned her CFP® certification after attending University of Georgia for post-graduate studies. She is a New Yorker by way of Houston and Atlanta.