Kimberly Fullone

Kimberly Fullone

Client Services Manager/Office Manager

Kimberly Fullone, Client Services Manager and Office Manager, brings over twenty years of financial experience as a Investment Manager and Trust Administrator.

Kimberly, also brings a strong Account Management and Operational Support background.

She is currently pursuing a degree in Finance with Strayer University.


Phone (561) 630-7100
Fax (866) 784-2492