Kerri Kimball, Associate
As a world traveler who has lived in both Europe and Australia, Kerri Kimball* has become grounded in the reality that keeping one’s family secure is a universal need. She couples this understanding with finely-honed financial skills and a keen sensitivity to the needs and communication styles of her clients. The result is a process whereby she approaches challenges from multiple vantage points before recommending a course of action.
Prior to becoming a financial advisor, Kerri enjoyed a successful career managing the financials of large global advertising agencies, including serving as the Vice President and Worldwide Budget Director for Lowe Worldwide, the Australia Finance Director for Burson-Marsteller Public Relations, and a Client Finance Manager for Young & Rubicam Advertising.
In 2004, Kerri's entrepreneurial spirit took hold as she established The Art of Finance, a financial consulting and coaching company for individual creative professionals, small businesses and non-profits. In this capacity, Kerri designed and implemented personalized coaching programs using proprietary tools to cause a fundamental shift towards successful financial results. Kerri later affiliated her practice with Strategies for Wealth in Manhattan, and has now joined Element Financial Group in an effort to become the single-source of wealth management for her clients.
Kerri earned her Bachelor of Science in Business Administration and Finance degree from Brigham Young University. She has her Life and Health Insurance license and holds her NASD series 7, 63 and 65 registrations. She is also a member of the Board of Advisors of Circle of Health International, Women in Financial Services and the Association of Benefit Administrators.
Originally from San Francisco, Kerri has lived in New York City for a decade. She enjoys international travel, scuba diving, Pilates and literature. She is fluent in French and speaks conversational Spanish. In addition, Kerri is a student of Buddhism and philosophy. She is also a member of the Cavalier King Charles Spaniel Club and spends much of her time with her furry best friend, Jack.
* Registered representative of and offers securities and investment advisory services through MML Investor Services, Inc., Member SIPC. Supervisory Office: Overlook at Great Notch, 150 Clove Road 6th Floor, Little Falls, NJ 07424- 2137 (973) 237-0100. Insurance offered through Massachusetts Mutual Life Insurance Company and other fine compa- nies.
Back to Our Professionals