Kimberly is a Trust officer based in the Sarasota office. She joined Caldwell Trust Company in 2016 after 12 years at Northern Trust Company. As a trust officer at Caldwell Trust Company, Kimberly assists clients with managing all aspects of their financial planning including investing, budgeting and estate and trust matters. In addition to her trust officer responsibilities, Kimberly serves on the Discretionary committee and as the Secretary to the Trust Committee, which provides the oversight, review, and approval for all matters of Fiduciary responsibility for the corporation.
Kimberly completed the Florida Bankers Association’s three-year Florida Trust & Wealth Management School and is currently enrolled in the Cannon Trust School and working toward designation of Certified Trust and Financial Advisor (CTFA). The certification, sponsored by the American Bankers Association, is the recognized standard of excellence for trust and wealth advisors.
Originally from New Jersey, Kimberly moved to Florida in 2003 and currently resides in North Port with her husband, Chad. On weekends, they enjoy boating, kayaking, fishing and going to concerts. They also love spending time with their four lively dogs; Lucy, Kelly, Shake and Layla.