Kim
Working in the financial services industry since 2005, Kim has a distinct and diverse background with roles in advising and leadership. Currently, as a financial advisor in the greater Austin area she works with clients to help them pursue their financial goals.
Kim holds a bachelor’s degree from the University of Texas at Austin. In 2006, Kim obtained her Chartered Retirement Planning Counselor designation through the College of Financial Planning. In 2018 she obtained her Accredited Asset Management Specialist certification through the College of Financial Planning.
Philanthropically, she has organized events for Meals on Wheels, Blood and Tissue Center of Central Texas, Make a Wish Foundation, The Ronald McDonald House, and most recently Jeremiah Program.
Kim enjoys spending time with her family, travel, and fishing. Presently, Kim resides in Pflugerville, Texas.
Waddell & Reed is not affiliated with and does not endorse any other entities referenced.
(04/20)
