Client Investment Accounts Coordinator
Kim has been working with Gallant Financial Planning part time for over 4 years. She supports our client investment accounts transfer and management process. Kim coordinates with investment custodians to solve various issues relating to moving clients assets to TD Ameritrade. She guides our clients through the sometimes complex account transfer forms.
Kim has been working in the financial services industry for over two decades and has become an expert in navigating investment company processes and forms.