PROFESSIONAL PROFILE

Kim Lepley
Financial Advisor
CRPC® (Chartered Retirement Planning Counselor)
CSNA (Certified Special Needs Advisor)

Kim believes in a disciplined approach to wealth management to deliver a consistent, yet customized experience for clients. Before any financial decisions are made, she considers your whole life, taking time to fully understand who you are and what matters most to you as an individual and as a business professional. With this knowledge about what you value most, Kim is able to help you establish objectives, develop an appropriate strategy, recommend solutions, and review progress toward reaching your goals. She has a commitment to developing strong ongoing relationships with each client and to provide financial guidance as life situations change.

A graduate of the University of South Carolina, Kim joined Merrill Lynch in 2010, coming from Morgan Stanley where she practiced as a Financial Advisor. Kim is a Chartered Retirement Planning Counselor (CRPC) and a Certified Special Needs Advisor (CSNA). A focus of her practice is retirement planning needs for individuals and businesses, including business retirement plans.

Prior to working in the financial services industry, Kim spent several years in management at Alabama Power and Southern Company, working in multiple departments including accounting, information technology, and customer service.

Kim is actively involved in the community as a member of the Service Guild, the Music Club Guild, Canterbury Methodist Church, Mountain Brook Schools PTO, and a board member of Girls, Inc. She and her husband, Bob, have been residents of the Birmingham area since 1987 and have three children.