Kimberly Downey, CTFA
Vice President, Trust Officer and Fiduciary Advisor
"Clients seek an advisor who can build genuine personal relationships, just as they would expect from a local bank."
About
Empowering Clients Through Life’s Most Complex Financial Transitions
Kim brings more than 15 years of wealth management experience to The Wealth Group. In her role, she is responsible for providing wealth management services to clients. Her strength in trust administration, estate planning, and working with probate estates is a valuable benefit to our team and clients. Kim’s in-depth knowledge of trust law, income and estate taxes, as well as estate settlement has assisted many over the years.
Kim earned a Bachelor of Science Degree in Economics from State University of NY Cortland and an MBA in Business Analytics from Syracuse University. She has been awarded the Certified Trust Fiduciary Advisor (CTFA®) certificate and was named a “2017 New Leader in Banking” by the Connecticut Banker’s Association.
Kim is active in her community, serving as a board member and treasurer for Salisbury Youth Hockey and in the same capacity for the EXTRAS After School Program, also in Salisbury.
Kim’s Niche
Simplifying the most intricate and complex estate and financial matters.
Core Values
Empowering clients with financial clarity and confidence by providing them with personalized guidance and insights.
Your Team of Trusted Professionals
Insights
Estate Planning is important for everyone, no matter your age or amount of wealth. Contrary to what ...
A Look at the Importance of Estimating and Generating Income for Retirement Plans. Where do I start?...
While people are itemizing less often, there still could be some additional tax savings. With the pa...