Kimberly Reynolds-McFadden
Client Service Associate
Kimberly is a Client Service Associate within the Beacon Pointe Florida office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Kimberly held leadership roles in Operations, Compliance, and Client Support at Quick & Reilly, Morgan Stanley, and Ameriprise Financial Group. She holds a degree in Economics and has earned multiple FINRA licenses, including the Series 4, 7, 9, 10, 24, and 66. Originally from Rhode Island, Kimberly spent many years working in Boston’s financial district before relocating to Florida in 2013 with her husband and their beloved rescue cats. Kimberly actively volunteers and advocates for various animal rescue and sanctuary organizations. Outside of the office, she enjoys visiting with family and friends in New England, and enjoying the Rhode Island shoreline during summer months.
