Kimberly L. McLaughlin

Kimberly L. McLaughlin has over 20 years of professional experience. Kimberly L. began their career in 1999 as Manager at Countryside Development Inc. In 2007, they became a Wealth Management Intern at Merrill Lynch. Kimberly L. then moved to Morgan Stanley Wealth Management in 2010, where they served as a Client Service Associate until 2015. Kimberly L. then joined Wells Fargo Advisors as a Senior Client Associate until 2022, when they moved to Capitalize as a Customer Service & Operations Senior Associate.

Kimberly L. McLaughlin received their Bachelor of Science in Finance from DePaul University in 2010, having started their studies in 2006.