Kimberly J Powell

Kim joined the firm in February, 2000 and is an Administrative Assistant with MWZ Financial Group, LLC.  She is a Registered Administrative Associate of LPL Financial.  She has acquired over 24 years banking and finance experience with an emphasis in investments and personal finance.  Kim determines the need for financial products and services for existing and potential clients, and assists in the preparation of financial analysis and investment recommendations.  She also monitors client portfolios working toward attainment of client goals and objectives on an ongoing basis.  Kim holds Series 6 and Series 7 securities registrations through LPL Financial and is also licensed by the State of Ohio Department of Insurance.  She is a graduate of Sinclair Community College and Capital University, and is also involved in various charitable organizations.