Kimberly Waldman

Chief Operating Officer
Kim.Waldman@stephenswmg.com

Kim joined Stephens Wealth Management Group in 2017. She ensures excellence in all aspects of client service and business operations. Having spent nearly 20 years in the Management Consulting field, Kim was a Vice President responsible for the development and oversight of an organizational performance business line for federal and commercial clients, as well as providing client consultation for the development and maintenance of healthy businesses. Earlier in Kim’s career, she owned her own small business and served as COO for a Tier II automotive supplier.

Kim's Money Story

“I grew up in a middle-class family where my dad, a teacher, worked at least two jobs all year round. My mom also returned to work full-time when I entered third grade. I knew from a very young age that my parent’s hard work was to ensure a proper education for both my sister and I – Go Blue! – and that saving was an important part of what responsible adults do. Fast forward a few decades and I’ve adopted their philosophy as my own. In addition to saving for my boys’ education and my own retirement, I’ve started a new practice of building and monitoring a monthly budget. My goal is to find places to save more.”

Kimberly Waldman

Service & Leadership

Kim serves as a member of the Carl’s Family Y Board of Advisors. She joined the Board in 2018 and is leading Annual Campaign efforts. Her charitable giving efforts are focused on organizations in need within the Flint area, as well as her local school system and Huron Valley families and animals.

Education

Bachelor of Science, University of Michigan, Ann Arbor
Master of Science in Organizational Development, Pepperdine University
Organization Development and Change Management Certificate, Georgetown University

Awards & Recognition

“Client Centered Reviews” – Presentation at Raymond James Women’s Symposium

Outside of the Office

Kim can be found traveling, enjoying time at her boys' extra-curricular events, or training and playing with her new Bernedoodle, Cooper. She resides in Milford, MI, and grew up in Plymouth, MI. She also spent several years living and working in the Washington, DC area.

"Leave Nothing To Chance."

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions

Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer. SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. SWMG is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. SWMG is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Important Disclosure