Kimberly FerryKimberly Ferry, CFP ®Vice PresidentWealth Advisor
About Kimberly
Kimberly Ferry is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Strategic and methodical, Kim brings sharp attention to detail in her role as Vice President and Wealth Advisor. Since joining The Reinstein Nelson Team in 2014, she has provided sophisticated and deeply-skilled wealth management service to our clients. Passionate about creating thoughtful wealth strategies, Kim helps lead the financial planning process and creates custom designed analyses. As such, she believes this strategic framework is a powerful tool that can help protect a family's legacy and financial foundation.
Across her advisory support, Kim brings extensive knowledge around the many facets of wealth creation and preservation. She advises on the full spectrum of client needs, which entails staying close to market changes, investment opportunities and the intricacies of estate planning. With institutional clients, she uses a similar approach to help ensure they successfully pursue their goals. To do so, she helps align investment strategies with their cash flow needs and Investment Policy Statement. Her goal is to help clients streamline complex financial details, create a clear vision, and implement strategies designed for success across all wealth stages.
Kim joined J.P. Morgan Wealth Management in 2023 and began her industry career in 2003. Prior to working at J.P. Morgan, Kim was a Vice President with First Republic and Merrill Lynch. She earned an M.A. from Colorado State University and her B.A. from Armstrong Atlantic State University. She is also a CERTIFIED FINANCIAL PLANNER® professional. Active in her community, Kim volunteers her free time with many organizations in the Westchester County area, including United for the Troops, Feeding Westchester and the Hudson Valley Girl Scouts.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
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December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now