I found my passion when I took a personal finance class at the local community college. From that point, I dedicated myself to learning as much as possible so I could help others make smart financial decisions. My quest for knowledge led to masters and doctorate degrees in financial planning, attainment of the CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor® and Certified Divorce Financial Analyst® designations and a focus on women’s financial issues.
As a senior financial planner at The Commerce Trust Company I work with a team of specialists in investments, tax, trust and estate planning to develop comprehensive wealth management solutions for high net worth individuals and families, with an emphasis on helping clients define and achieve their financial goals. I have a special interest in educating and working with women, and have delivered educational presentations throughout the country to audiences of women and the advisors who serve them.
Whom to Contact
- Kimberly BridgesVice President/Senior Financial Planner