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
Toto, I don’t think it’s the Fed anymore
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September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowUS-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read NowNew York estate tax planning considerations
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September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read NowFinancial advisor checklist: Questions to consider before talking to your advisor
August 31, 2026Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read NowHow to unlock cash from the Great Wealth Transfer without selling assets
August 31, 2026Great Wealth Transfer heirs may face urgent cash needs that lead them to sell assets prematurely. But a strategic borrowing approach can help preserve your inheritance.Read NowWomen in philanthropy: A transformative force in light of the Great Wealth Transfer
August 31, 2026The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowYear-end planning for business owners
August 31, 2026Proactive year-end planning may help business owners reduce their tax bill, identify potential deductions and set their businesses up for a profitable new year.Read NowMind your business: How to keep your company cybersecure
August 31, 2026Cybercrime is rising. Learn practical steps to strengthen your business cybersecurity plan, protect accounts and data, and reduce the risks of phishing and ransomware.Read Now