Kimberly A. Caldwell
Professional Background:
I joined George McKelvey Co. in 2003 as a temp-to-hire receptionist, where I learned first-hand the high level of service the firm’s founders and current managing partners have fostered since 1960. I was soon hired as a full-time employee, and over the years worked my way from receptionist, to administrative assistant, to advisor and a member of the leadership team as our Client Services Manager, leveraging the knowledge and experience of the longer-tenured advisors and managing partners along the way. Having been with the firm for 20 years now, I am able to use this unique perspective to not only manage clients’ portfolios, but also to help them understand their investments through clear and personalized communication. This longevity with the firm has also provided the opportunity to begin working with new generations of our clients’ families, not unlike the multi-generational history of George McKelvey Co. itself.
Personal Life:
I am originally from Pensacola, Florida and now reside in Belmar. The Jersey Shore has been a great place to raise my two daughters (and our two dogs). In the summer months, you’ll be unlikely to find me anywhere other than the beach. When I’m not at the beach, I try to take advantage of all things this area has to offer –trips to NYC to see Broadway shows, concerts in nearby venues, Gotham FC matches at Red Bull Arena, and excellent food with friends and family at local restaurants.
Why George McKelvey Co.?
George McKelvey Co. helps clients understand their finances, rather than simply taking charge of their portfolios. Our clients trust our expertise and appreciate our clear, personalized communication.
Education:
- B.A., English/Journalism, Mississippi University for Women