Kim Nugent

Kim Nugent has extensive experience in the financial industry, primarily in wealth management. Kim started their career in 2004 as a Vice President at Smith Barney/MorganStanley, where they worked until 2010. In 2010, they joined Sage Rutty & Co., Inc as a First Vice President, and later became a Senior Vice President. Kim continues to work in the role of Senior Vice President-Wealth Manager at Sage Rutty & Co., Inc.

Kim Nugent's education history is as follows:

Kim Nugent obtained a Bachelor of Science (BS) degree in Biochemistry and Molecular Biology from SUNY Geneseo in 1988. In 2006, Kim Nugent also completed a Financial Planning Certificate from Kaplan University. In 2008, Kim Nugent became a Certified Financial Planner (R) after completing a program at The CFP Board of Financial Planning. Furthermore, Kim Nugent earned a Master of Science in Financial Services degree with a specialization in Financial Planning and Services from The American College of Financial Services in 2016.

Additionally, Kim Nugent holds several certifications. In 2004, Kim Nugent obtained a 65-Uniform Investment Advisor Law License from FINRA. The same year, Kim Nugent also obtained a 63-Uniform State Securities Law License from FINRA. Kim Nugent is an AIF® Accredited Investment Fiduciary certified by Fi360, which was obtained in May 2017. Kim Nugent also holds a Life, Accident and Health Agent certification from the NYS Department of Insurance. Lastly, Kim Nugent has completed the Series 7- General Securities Representative licensing exam, although the exact date of completion is unknown.