Kevin D. Kimery, a native Memphian, is the Founder and CEO of Kimery Wealth Management. Kevin seeks to help his clients and their families navigate the complexities of wealth while understanding their unique goals and challenges.
Before joining Morgan Stanley in 2005, Kevin spent seven years in the Private Client Group of Goldman Sachs and three years at Merrill Lynch. He also served as president of Accuship, an information management company. Kevin received his B.A. in business administration from the University of Memphis and an M.B.A. with a concentration in finance from Vanderbilt University. In addition, a former board member of the Memphis Botanic Garden, the Vanderbilt Graduate School of Business, the Exceptional Foundation of West Tennessee, the Memphis Zoo, and a former president of Hope House. Kevin's current community involvement includes the New Memphis Institute, Green Dot Public Schools, Carnival Memphis Board, The University of Memphis Fogelman College of Business's Executive Board, and Southern Reigns and The New Memphis Institute.
Kimery Wealth Management was founded in June 2017. They are a privately-owned investment advisory practice specializing in family wealth advising and institutional consulting for individuals, family groups, and nonprofits. As the firm's founding member and working in finance for close to 37 years, Kevin knew what was needed to create a firm that embodied the qualities of service required for clients. He designs and implements customized wealth planning strategies and investment portfolios for his clients. He prides himself on attention to detail with a concierge approach to wealth management.