Townsend
Kimberly Davis is a seasoned professional with extensive experience in client service and compliance within the financial sector. Currently serving as a Client Service Specialist at Townsend since February 2023, Kimberly previously worked at Apollon Wealth Management, LLC, where responsibilities included providing customized wealth management solutions from January 2020 to January 2023. Prior roles include Contract Compliance Manager and Client Service Liaison at SRS Acquiom, which specialized in managing M&A transactions, as well as a Senior Client Service Representative at The Milestone Group, focusing on client loyalty and asset management. Kimberly started a career as a Relationship Banker at JPMorgan Chase, emphasizing customer acquisition and relationship management. Educational qualifications include a Bachelor of Business Administration in Marketing and Finance from Fresno Pacific University and an Associate of Science in Pharmacology from San Joaquin Valley College-Fresno.
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Townsend
Establishing a relationship and engaging a financial advisor on LinkedIn is unlikely. But keep reading! All relationships must start somewhere. Earning your trust takes time. Townsend is not just a RIA firm, it's an all-around retirement experience built from weekly market updates, free educational/social events, quarterly newsletters and even special community volunteer opportunities. In fact, we have numerous clients who have built new relationships through our different events and outside community involvement. People choose Townsend because of our integrity and personalized client service. We work diligently to set achievable retirement expectations and are dedicated to the prudent stewardship of their wealth through our active portfolio management strategy. We also understand time and commitment. I established Townsend in 1990 and have been a Certified Retirement Planning Counselor (CRPC®) since 1986. That's over 30 years of experience specializing in retirement planning and investment management. I am also a well-known financial educator and the author of 2 books: The Master Plan-Retirement for the Best of Your Life, The Road to Retirement - Everything You Need to Know for a Successful Retirement The Road to Retirement 2.0 Questions? Call our office: 303.452.5986 or email TownsendRetirement@TownsendRetirement.com The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see website for full disclosures www.TownsendRetirement.com