portrait of Kimberly E Teese

About Kimberly

While the bulk of my business career has been working as a consultant in the restaurant industry, I realized my job really came down to how to make the business owner successful. The transition to being a financial advisor here at Edward Jones is very similar. Money is just the tool we use to get you to success, whether that means being able to spend time with your grandchildren, traveling, volunteering or any other life goals.

I love the hands-on approach at Edward Jones. We believe we can properly serve you only if we know you. Every office is small enough...

Focus Areas

  • Business Retirement Plans
  • Domestic Partner Finances
  • Entrepreneurs & Business Owners
  • LGBTQ+ Finances
  • New Investors
  • Retirement Savings Strategies

Work History

  • Edward JonesMay 2022 to Current
  • Federal Employee Service AssocAugust 2021 to April 2022

Education

  • Univ of California-Santa CruzBachelor of Arts

Team Members

  • Cynthia Varney
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

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https://www.edwardjones.com/us-en/privacy 

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