Kim Bridges
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Profil
Dr. Kim Bridges is a Manager-Financial Planning at Stoker Ostler Member Harris Wealth Advisors, Inc.
Prior to that, Dr. Kim worked with Stocker Oster Wealth Advisors, Inc. since 2008.
Later the firm was acquired by Harris Private Bank in September 2009.
As a Financial Planner, she works closely with clients providing personalized plans with emphasis on estate planning, retirement planning and unique client objectives.
In addition, she has extensive knowledge in women's issues in financial planning and uses her expertise to help develop the Stoker Ostler Women & Wealth seminar series.
Dr. Kim Bridges is a Certified Financial Planner Professional.
She received her bachelor’s degree in Human Ecology and her Master of Science in Family Studies and Human Services with an Emphasis in Family Financial Planning from Kansas State University.
She completed her doctorate in personal financial planning at Texas Tech University.
Anciens postes connus de Kim Bridges
| Sociétés | Poste | Fin |
|---|---|---|
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Corporate Officer/Principal | - |
Formation de Kim Bridges
| Kansas State University | Graduate Degree |
| Texas Tech University | Doctorate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Finance |
