Kimberly joined J. Marshall Associates in 2000 and is the daughter of the president of J. Marshall Associates, Joseph Marshall.
Kimberly, formerly an elementary school educator, feels this role has assisted her in developing positive relationships with clients.
Kimberly earned her degree from Bridgewater State College. Currently, Kimberly holds several securities registrations (CA, MA, NJ, RI, CT, FL, GA, ME, MD, NH, NM, NY, NC, SC, TX, VA) with Cetera Advisors, LLC, allowing her to act as a registered representative for her clients.
Kimberly is also registered with Cetera Advisors, LLC, allowing her to act as a Financial Advisor. She also currently holds her CHFC designation, as well as Series 6, 63, 65 and 7.
Kimberly is active in the community as a member of the Fall River Rotarian Group and the Faxon Animal Rescue League. She is also supportive of the elementary school system on a volunteer basis. She currently resides in Taunton, Massachusetts with her husband, Chris, son, Christian, and black Labrador Jake.
Credentials / Designations / Registrations
- Chartered Financial Consultant (CHFC) / Vice-President and Director of Administration
- Securities Registrations: Life & Health Insurance, Series 6, 7, 63, and 65.