Kimberly Thomas

As a Private Wealth Associate, Kimberly supports the Verdence client services team, helping deliver a consistent, client-first experience through scheduling, coordination, and day-to-day account support. She works closely with advisors and internal teams to keep client-facing details organized and on track.

Kimberly brings more than 20 years of experience in executive support, along with a background in marketing and copy-editing, most recently at Harvest Investment Consultants, LLC.

Get to know Kimberly!

My favorite spot:

“Montego Bay, Jamaica.”

Best piece of advice from my parents:

“Treat others as you would want to be treated.”

Hobby I wish I had more time for:

“Traveling — experiencing new places.”