Kim Mocha

As a Senior Private Wealth Associate, Kim Mocha brings more than 25 years of financial services experience to supporting Verdence clients and our advisory teams. Before Verdence, Kim spent close to 20 years with Raymond James & Associates, Inc. where she gained her licensing. Today, Kim supports operations through administration, financial planning, and research, helping ensure clients receive thorough, consistent support as they work toward their goals.

Outside of the office, Kim actively supports local dog rescue groups, spends time gardening, and takes her 1955 Chevy station wagon to car shows when she’s not spending time with her dog, Kylo.

Get to know Kim!

If I were not a Private Wealth Associate, I would be:

“A Doggy Daycare Owner.”

A lesson or piece of advice from my parents that I find myself repeating:

“Always be kind.”

My favorite movie is:

“It’s a Wonderful Life.”