Kim Copat possesses extensive experience in the financial services sector, having worked with reputable institutions such as Merrill Lynch and State Farm. With a career spanning from 1994 to 2013, Kim served as a Senior Financial Advisor at Merrill Lynch, specializing in asset accumulation, wealth management, and retirement planning. Subsequent roles included Sales Leader and Developmental Business Consultant at State Farm, as well as Financial Services Associate and Agent at State Farm Insurance. Kim holds a Bachelor's degree in Business Management with a minor in Marketing from Eckerd College.
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