Kimberly Rodgers serves as a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management, where she leverages nearly 25 years of industry experience to guide clients through the complexities of financial planning. With a strong focus on retirement planning, Kim excels in...
Kimberly Rodgers serves as a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management, where she leverages nearly 25 years of industry experience to guide clients through the complexities of financial planning. With a strong focus on retirement planning, Kim excels in helping clients articulate their financial goals and develop tailored strategies to achieve them. Her approach is deeply collaborative; she engages clients at every stage of the discovery and implementation process, ensuring that their unique needs and aspirations are at the forefront of her recommendations.
At Merrill Lynch, Kim integrates rigorous technical research with the firm’s extensive resources to craft personalized investment strategies that align with her clients' objectives. She is adept at navigating the intricacies of asset management and financial markets, enabling her to provide insightful portfolio management and wealth management solutions. Kim’s expertise extends to developing comprehensive retirement plans that not only address immediate financial concerns but also anticipate future needs, allowing her clients to enjoy peace of mind as they approach their retirement years.
In addition to her client-facing responsibilities, Kim is actively involved in key projects within the firm that aim to enhance the overall client experience. She is committed to continuous learning and professional development, ensuring that she remains at the forefront of industry trends and regulatory changes. By combining her extensive knowledge with a client-centric approach, Kimberly Rodgers stands out as a trusted advisor dedicated to empowering clients to achieve financial independence and security.
