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Kimberly Tucker, Financial Advisor

FINANCIAL ADVISOR
Kimberly A Tucker

78 Remick Blvd, Springboro, OH 45066opens in a new window
Client by Referral
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Retirement Savings Strategies

About Kimberly

We strive to empower our clients to achieve their goals and aspirations by providing experienced guidance on intricate planning issues. Through a combination of care, compassion and professional guidance, we seek to build lasting relationships with our clients, helping them navigate life's challenges with confidence and optimism. I'm a seasoned financial advisor with more than 25 years of experience in financial services.

At Edward Jones, my clients are extremely important, and serving them gives me the chance to fulfill my passion of improving the lives of families and businesses in our community. I'm able to give my clients choices when it...

Work History

  • Edward JonesNovember 2013 to Current

Education

  • Urbana UniversityBachelor of Science

Personal Interests

  • Social Responsibility
  • Spending Time with Family
  • Baseball
  • Wine Collecting/Enthusiast
  • History and Museums

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 06:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00AM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(937) 439-0588

Fax

(800) 605-7830

Office Address

78 Remick Blvd
Springboro, OH 45066opens in a new window

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