Broker Check
Kimberly Simon

Kimberly Simon

Associate Financial Advisor

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 and passed the FINRA Series 7 and 66 exams in 2014. In her spare time, Kimberly enjoys spending time with her husband, Jason, and children, Drake and Charlee.