Client Services Coordinator
Kim joined the Rocco & Associates team in December of 2017 as a Client Services Coordinator. Kim has worked in the financial industry since 1995. Kim is committed to creating a smooth system to process new business as well as tracking and maintaining existing business. She is dedicated to doing her best to exceed the expectations of every client and advisor. Her main goal is to provide exceptional client service. In her role she acts as a liaison between the team’s clients and the financial planners, while also working closely with our Manager of Client Services. Kim is originally from Ithaca, New York but now resides in Florida. Kim has one son Jake who is 12 years old. When not working to exceed client expectations, she can be found enjoying her free time on the beach!