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Kim Polston

Kim Polston

Senior Wealth Plan Services Associate

Kim began working with the team in January 2013. She graduated from The University of Georgia Terry College of Business in December 2011 with a BBA in Marketing. While at UGA, she was an active member of the Marketing fraternity Pi Sigma Epsilon. She holds the Series 7 and Series 66 registrations with LPL Financial, as well as her Life, Sickness, Health and Variable insurance licenses.

As our Operations Associate, Kim conducts investment research, assists in financial planning, processes paperwork and places trades. She also assists in developing client relationships and servicing related inquiries.

Kim resides in Atlanta, Georgia with husband, Shaun and precious daughter, Everly Kate. She likes to spend her weekends traveling, reading and photographing her rescued puppies, Zoe and Leo. They enjoy spending time with their large families, and cheering for the Dawgs in the fall.