As Vice President of Client Services, Kim works closely with clients of the firm and coordinates all investment account opening, transfer, money movement and related asset maintenance activities.
Kim has over three decades of experience in fiduciary, investment management, and banking services. Prior to joining Capital Wealth Advisors in 2025, Kim was the Director of Operations for Bray Capital Advisors where she oversaw client account management. Previously, Kim worked closely with high-net-worth clients as a trust officer and fiduciary professional of a national bank.
Kim lives in Naples, Florida, where she enjoys long nature walks, particularly along the beach, and has a passion for long-distance swimming.
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