![Kim L. Adams-DiPiero](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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.
| Sociétés | Poste | Fin |
|---|---|---|
InterSecurities, Inc.
 InterSecurities, Inc. Investment Banks/BrokersFinance Provides financial brokerage services | Corporate Officer/Principal | - |
Coopers & Lybrand LLP
 Coopers & Lybrand LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
NFP Securities, Inc.
 NFP Securities, Inc. Part of Aon Plc, NFP Securities, Inc. is a company based in Austin, TX. | Corporate Officer/Principal | - |
ProVise Management Group LLC
 ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors. | Directeur Financier/CFO | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 5 |
|---|---|
InterSecurities, Inc.
InterSecurities, Inc. Investment Banks/BrokersFinance Provides financial brokerage services | Finance |
Coopers & Lybrand LLP
Coopers & Lybrand LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors. | Finance |
Florida State University
 Florida State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
NFP Securities, Inc.
NFP Securities, Inc. Part of Aon Plc, NFP Securities, Inc. is a company based in Austin, TX. |
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