Kimberlee Clark
Financial Advisor at Raymond James
Based in Naples, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Naples
Industry
Financial Services
Company size
20K
Contact information
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k•••••••@raymondjames.com
Phone
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Background
About Kimberlee Clark
Raymond James benefits from contributions in trading, investments, and securities regulation. The team collaborates with clients to deliver tailored financial strategies that align with diverse goals, supported by a strong foundation in compliance and portfolio management. Previous roles at NWF Advisory and Ameriprise Financial Services enhanced expertise in financial consulting and client service. These experiences reinforced a commitment to developing client-centric solutions that support long-term financial growth through informed decision-making. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm
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