Kim L. Adams-DiPiero
Plus aucun poste en cours
Profil
Ms. Kim L.
Adams-DiPiero, CPA, is Chief Financial Officer & Executive Vice President at ProVise Management Group, Inc.
Ms. Adams joined ProVise Management Group in 1995.
Her background includes public and private accounting, portfolio design and asset management, wealth transfer planning and financial planning.
She is a registered representative with the National Association of Securities Dealers, an Investment Advisor Representatvie and a General Securities Principal.
Additionally, she holds life, health and annuity insurance licenses.
Ms. Adams graduated from Florida State University with a Master’s Degree in Accounting, she began her career as a CPA specializing in auditing with Cooper’s & Lybrand.
Throughout her years in the financial services industry, she earned the designations of Chartered Life Underwriter and Chartered Financial Consultant.
Anciens postes connus de Kim L. Adams-DiPiero
| Sociétés | Poste | Fin |
|---|---|---|
InterSecurities, Inc.
 InterSecurities, Inc. Investment Banks/BrokersFinance Part of Aegon Ltd., InterSecurities, Inc. is a company that provides financial brokerage services. The company is based in St. Petersburg, FL. InterSecurities was acquired by Transamerica Financial Advisors, Inc. on March 12, 2009. | Corporate Officer/Principal | - |
| Coopers & Lybrand LLP | Corporate Officer/Principal | - |
| NFP Securities, Inc. | Corporate Officer/Principal | - |
ProVise Management Group LLC
 ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Directeur Financier/CFO | - |
Formation de Kim L. Adams-DiPiero
| Florida State University | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
InterSecurities, Inc.
InterSecurities, Inc. Investment Banks/BrokersFinance Part of Aegon Ltd., InterSecurities, Inc. is a company that provides financial brokerage services. The company is based in St. Petersburg, FL. InterSecurities was acquired by Transamerica Financial Advisors, Inc. on March 12, 2009. | Finance |
| Coopers & Lybrand LLP | Commercial Services |
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
| NFP Securities, Inc. |
