Kimberly Simon

Wealth Management Assistant

Bachelor of Business Administration in Finance
Lamar University, Beaumont, TX

Areas of Expertise

Business Succession Planning
Estate Planning
    ​Kimberly earned a Bachelor's Degree in Business Administration - Finance from Lamar University in 2009. She joined EKC Advisors, LLP in 2012 as our Wealth Management Assistant and passed the FINRA Series 7 and 66 exams in 2014.  Kimberly assists with the gathering of client information and implementation of various accounts for the advisors in our office.


    * Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

    Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

    The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

    This information is not intended as tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.


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    Kimberly

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