Kimberley Threadgill

Kimberley Threadgill strives to provide the best service to her clients at SAM with a holistic financial approach to meeting her clients' needs. Prior to joining SAM, she was a vice president client advisor at JP Morgan Bank and VP Banker at JP Morgan Private Bank. She began her career as a financial advisor at Morgan Stanley where she earned her certified financial planner certification while advising clients and serving on the investment committee on a team managing $2B in assets.