CONNECT

Address:

425 N. Martingale Rd, Suite 200
Schaumburg, IL 60173

Phone:

Mike McCarthy 847-944-7920,Elias Friedman 847-944-7922,Cynthia Bridges Jones 847-944-7944,Meredith Fiocchi 847-944-7921,Kim Smith 847-944-7923,Jennifer Shulman 847-944-7912Toll-Free 844-378-5237

Fax/Other:

847-944-7933

Kim Smith

Kim Smith

Senior Registered Client Associate


Senior Registered Client Associate Kim Smith is a native of Hanover Park, Illinois and has more than 30 years of experience in the investment management industry. After working as a Group Director at Morgan Stanley, Kim eventually joined McCarthy/Friedman/Jones Wealth Management Group of Wells Fargo Advisors in 2014.
 
Her decades of experience give her valuable insight and sophistication in providing overall administrative and operational client service support  to the business activities of the McCarthy/Friedman/Jones Wealth Management Group. Kim exhibits a positive attitude and brings seasoned judgment, hard work, and loyalty to the group. Her attention to detail and client service is reflected in her work.
 
Kim loves spending time with family and friends. She comes from a large family that enjoys group activities. Kim enjoys a wide variety of activities including traveling, cooking, and attending sporting events.

Series 7 - General Securities Representative Exam
Series 63 - Uniform Securities Agent State Law Exam
Life & Health Insurance Licenses

Phone 847-944-7923
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