Kim Barry

Kim Barry

Financial Advisor

Kim grew up in Knoxville, Tennessee, and has worked in the financial services industry since 2001, having started her career at the Knoxville TVA Employees Credit Union.  She has since worked for Merrill Lynch Trust Company in New York, Merrill Lynch Wealth Management in New Jersey, and Wells Fargo Advisors in Atlanta, Georgia.

In 2008, Kim was awarded the Certified Trust & Fiduciary Advisor (CTFA) designation from the American Bankers Association, after having met the rigorous education and experience requirements, and successful completion of the examination, which focused on fiduciary responsibilities, trust activities, personal finance, estate planning, and investment management.

As an independent financial advisor, Kim works with clients, their attorneys, and their accountants to select the most appropriate retirement, investment, and estate planning solutions from the wide range of offerings available to her through LPL Financial.  She holds a B.S. degree from Fairleigh Dickinson University and lives in West Knoxville.

Phone 865-291-2422
Mobile Phone 973-229-6240