Kimberly Roberts

Kim brings over 30 years of experience working alongside Executive Management Teams in the financial services industry. She began her career in 1991 with A.G. Edwards and Sons in La Jolla, California, and has since held roles at First Security Van Kasper and Wells Fargo Investments. Most recently, she spent 15 years with Merrill Lynch in San Diego, where she was part of the Client Relationship Management Team. Kim has been married to a San Diego Police Detective for nearly 30 years, and together they have raised two children, Taylor and Bryan. In her free time, she enjoys gardening, creative projects, and reading.