Her career and success have been built on the principle that serving as a financial advisor involves more than just managing wealth; it requires being a financial guide for individuals.
BELLINGHAM, WA, October 23, 2024 /24-7PressRelease/ — Beverly Kimball has been selected for inclusion in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Ms. Kimball is an LPL financial advisor, bringing two decades of experience to her role. Her career and success have been built on the principle that serving as a financial advisor involves more than just managing wealth; it requires being a financial guide for individuals so they can navigate life successfully, while building a future they aspire to achieve. Ms. Kimball embraces this philosophy wholeheartedly, helping her clients thrive.
LPL Financial is a retail financial advice market leader recognized as the nation’s largest independent broker/dealer. The organization caters to independent financial advisors and financial institutions, equipping them with essential technology, research, clearing, compliance services and practice management programs required to establish and expand successful practices. Ms. Kimball joined LPL, through Consilium Financial, in 2021. She has since expanded her expertise and fully embraced her role as a financial advisor.
Having begun her journey at Sterling Savings Bank in 2005, Ms. Kimball was promoted to customer service supervisor within two years. Transitioning to a new area she continued to hone her client relations and team management skills through the same role at WaFd Bank from 2011 until 2015. This is when she advanced to the position of Personal Banker where she extended her specialty in banking to include lending, mortgage and custom construction loans until 2019. Her passion for helping people buy and build houses was evident during this period.
While working in the banking channel, Ms. Kimball discovered a lot of clients needed more than money managers, her clients’ livelihoods depended on smart financial decisions – decisions that extended beyond the solutions available at the bank. That’s when she decided to pursue the education and licensing needed to become a financial advisor and carve a new path, helping people in her community not only grow their retirement accounts, but preserve their assets, estate and legacy with comprehensive financial planning.
Ms. Kimball’s educational background includes an associate degree from Skagit Valley College in Mount Vernon, and an associate in fine arts degree from Everett Community College, both in Washington. Highly qualified in her field, she secured several professional designations, including as a licensed insurance agent and with the SIE, Series 66 and Series 7 licensure through the Financial Industry Regulatory Authority.
Her career was Influenced by her and her husband’s fulfilling roles as civilians with the U.S. Navy, Ms. Kimball was involved in morale, welfare and recreation for military personnel. Her natural planning abilities and experiences creating positive environments for various age groups laid the foundation for her interest in financial services. Ms. Kimball attributes her achievements to her mom, who lost her battle with breast cancer after ten years. Ms. Kimball finds great inspiration in women who not only overcome hardships, but also flourish. Her mother, an educator, dedicated herself to her students year-round, spanning generations within the same families. Her tireless efforts and passion continue to inspire Ms. Kimball today.
Eager to continue progressing, Ms. Kimball aims to expand her reach and connect with a larger community of individuals, families and business owners looking to pursue their passions, grow their wealth, preserve their assets and build a legacy they can be proud of.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who’s Who® website, www.marquiswhoswho.com.
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