Kim strives to provide the best service to her clients at SAM in her role as a Client Relationship Manager with a holistic financial approach to meeting her clients’ needs. Prior to joining SAM, she was a Vice President Client Advisor at JP Morgan Bank and VP Banker in JP Morgan Private Bank. She began her career as a financial advisor at Morgan Stanley where she earned her CERTIFIED FINANCIAL PLANNER™ certification while advising clients and serving on the investment committee on a team managing $2B in assets. She has experience serving both high net worth investors and non-profit organizations.
Kim graduated Magna Cum Laude with a Finance degree from Sam Houston State University and earned her CFP® certification after attending University of Georgia for post-graduate studies. She is a New Yorker by way of Houston and Atlanta, proud mom, yogi, and strives to be a decent golfer.