Kimberly SilvestriInvestment Operations Specialist
Phone: (410) 560-9960 Kim joined Berman McAleer in July of 2008 and handles all order execution of trades, processing, and database administration for the Firm. Kim began her career as a Registered Associate at Bill Few Associates, a financial planning firm in Pittsburgh, PA, where she was responsible for managing the day-to-day operations associated with a client’s portfolio. After moving to the Baltimore area Kim worked for Credit Suisse assisting high net worth individuals with their financial needs.
Kim received her B.S. degree in Finance from Penn State. In addition, she holds both the General Securities Representative and the Uniform Combined State Law Exam licenses and is currently eligible to sit for the CFP® Certification Examination.
Kim lives in Seven Valleys, PA with her husband, Mike and dog, Nellie. Originally from Pittsburgh, Kim cheers for ALL Pittsburgh sports!
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9690 Deereco Road, Suite 800 Phone: (410) 560-9960 |
Berman McAleer 9690 Deereco Road, #800, Timonium, MD 21093
Phone: 888-205-9960 Fax: 410-560-7992 Email: sgranger@BMCplanning.com
Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFPSI. Berman McAleer is a member of PartnersFinancial, an affiliate of NFPSI. Berman McAleer and NFPSI are not affiliated.
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