Kimberly Underwood


Registered Sales Associate II

Direct: 260.487.4140

KIM.UNDERWOOD@RAYMONDJAMES.COM

 

Kim provides the Albright-Clark team with twenty years of financial service experience. Before joining the team, Kim worked as a Senior Trust Assistant for Fort Wayne National and National City Banks and as a Registered Client Associate for Merrill Lynch. Kim holds her Series 7 and 66 licenses.

Kim is responsible for client administration and orchestrates the team’s personal service model. She fully and effectively manages our client’s needs while providing the highest level of wealth management services.