Broker Check
Kimberly Simon

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.