Professional Overview

Kimberly Penzone is a seasoned Financial Advisor, CFP®, CRPC®, currently based in Powell, Ohio, United States. Her expertise spans financial planning, investment management, and philanthropy, with a strong industry focus on wealth management and financial services.

Experience Summary

Current Role

As a Financial Advisor, CFP®, CRPC® at UBS since 2012, Kimberly has been responsible for providing comprehensive financial planning and investment management services to her clients. Her key responsibilities include portfolio management, financial planning, and relationship management. Notably, she has been an Executive Board Member of the Dublin Womens Philanthropic Club, holding various positions such as Vice President, Treasurer, and Assistant Treasurer for six years.

Career Progression

Prior to her current role at UBS, Kimberly worked as a Financial Advisor, CFP®, CRPC® at Merrill Lynch from 1999 to 2012. She also served as an Alumni Board Executive, Secretary, Planned Giving Advisory Council member, and a member at Capital University from 2001 to 2010.

Areas of Expertise

Kimberly possesses industry-specific skills in financial planning, investment management, and wealth management. Her technical competencies include portfolio management, financial analysis, and investment strategy. Additionally, she has demonstrated leadership and management capabilities through her executive board roles and volunteer work.

Professional Impact

Throughout her career, Kimberly has made significant contributions to her clients and the community. Her involvement in the Dublin Womens Philanthropic Club has positively impacted local philanthropic efforts. While specific metrics are not available, her dedication to her clients and community is evident through her long-standing roles and responsibilities.

Conclusion

Kimberly Penzone's professional trajectory is marked by her commitment to the financial services industry and her community. Currently, she continues to focus on providing exceptional financial advisory services to her clients. Her value proposition lies in her expertise, experience, and dedication to making a positive impact in the lives of those she serves.