Kimberly Lawrence Wealth Management Advisor North Carolina Private Bank Team

As Wealth Management Advisor, Kimberly Lawrence serves as your wealth management coordinator and consultant. Kimberly collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.

Education

Kimberly graduated Magna Cum Laude from Florida State University, Tallahassee, Florida.

Professional Experience & Areas of Focus

Kimberly is a Vice President and Wealth Management Advisor for Fifth Third Private Bank in North Carolina. She has over 20 years of experience in financial services, and has been securities licensed since 2002. She has experience in assisting high net-worth clients manage and sustain their wealth throughout generations.

Licenses & Professional Designations

  • Life Insurance
  • Registered Uniform Securities Agent (Series 63)
  • Registered General Securities Representative (Series 7)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Personal & Community Participation

Kimberly is married with two children and currently resides in the Lake Norman area. Kimberly joined Fifth Third in 2004 after relocating to North Carolina from central Florida.