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Kimberly Ferry Location
White Plains, NY, US
Kimberly Ferry Work
2022 -now Vice President, Wealth Advisor @
2003 -2022 Senior Financial Advisor, Vice President @
Kimberly Ferry Education
Colorado State University
Master's Degree
2001-2002
Georgia Southern University
Bachelor's Degree
1995-2000
Kimberly Ferry Skills
Personal Retirement Strategies
Family Wealth Management Strategies
Future Cash Flow Analysis
Financial Planning
Investment Advisory
Fixed Annuities
Securities
Credit Analysis
Financial Risk
Gestion de portefeuille
Kimberly Ferry Summary
Kimberly Ferry, based in White Plains, NY, US, is currently a Vice President, Wealth Advisor at J.P. Morgan. Kimberly Ferry brings experience from previous roles at Merrill Lynch Wealth Management. Kimberly Ferry holds a 2001 - 2002 Master's Degree @ Colorado State University. With a robust skill set that includes Personal Retirement Strategies, Family Wealth Management Strategies, Future Cash Flow Analysis, Financial Planning, Investment Advisory and more. Kimberly Ferry has 4 emails and 3 mobile phone numbers on RocketReach.
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