Kim Morrow, CFP®, CDFA®

Senior Financial Advisor

Kim is a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST®- who has served the firm since 2000. Her areas of specialty include portfolio management, tax planning, tax preparation and financial planning. She earned her Bachelor of Science degree in Accounting and Marketing at Northeastern University in Boston. She earned her Certificate in Financial Planning from Boston University.

Kim completed Charles Schwab & Co.'s exclusive one-year Executive Leadership Program. This rigorous program combines curriculum developed by the nation's leading business schools with real-world RIA firm experiences. Kim is currently a candidate to become a Certified Divorce Financial Analyst.

Kim grew up in upstate New York and enjoys spending time with her three sons and husband. When she can't be found in a hockey rink with her boys, she can be found traveling, cooking, and exercising.