Kim Smith

Financial Advisor at Sowell Management

As a financial advisor for Trek Wealth, Kim Smith is dedicated to providing personalized service and building long-term relationships with her clients. She ensures that each client’s unique financial needs are met with the attention and care they deserve.

Kim brings over 25 years of experience in the financial services industry. She began her career in 1998 as an operations manager, working closely with industry professionals Bob and Tonya. Over the years, she earned her Series 7, 63, and 66 securities licenses, and was promoted to Registered Sales Assistant, providing dedicated support to numerous financial advisors. Kim’s extensive background in client service and personalized attention make her a valuable asset to our team.

A native of Rogers, Arkansas, Kim lives there with her family, who enjoys camping and lake life. She treasures spending precious time with her two beautiful grandchildren. Kim is an avid gardener and loves being outdoors. She is also an active member of First Baptist Church of Rogers.

Kim’s commitment to serving others and her dedication to empowering clients perfectly align with the values and mission of Trek Wealth. We are excited to have her as part of our team and look forward to the positive impact she will bring to our clients and community.

Location

Rogers, United States

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Timeline

  • Financial Advisor

    Current role