Kimberly A. Caldwell
Professional Background:
I had a diverse and well-traveled career background (including an administrative position at a university in Mississippi, substitute teaching at secondary schools in Arizona and an events/communications coordinator at a Chamber of Commerce in Texas), before settling in New Jersey and joining George McKelvey Co. in 2003 as a temp-to-hire receptionist. In 2004, I was hired as a full-time employee, which led me to learn more about finance. I became an assistant to an advisor in 2005 and earned my Series 7 certification in 2007 to begin managing accounts. In addition to my role as a portfolio manager, I am also our Client Services Manager.
Personal Life:
I am originally from Florida and now reside in Belmar. I have two teenage daughters who love trips into New York City and attending Broadway shows. I am an avid beach-goer and soccer fan and have recently taken up golf as a new hobby.
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