Financial Life Plans for today with a clear vision for tomorrow.
Kimberly Adams is the Compliance, Operations and HR Manager for Diamond State Financial Group. She graduated from Wilmington University with a Bachelor of Science degree in Marketing and is currently pursuing her Master’s in Finance at Temple University. Kim holds her Series 7, Series 66, and Series 24 FINRA registrations. She previously managed a Trade Desk and her expertise expands across Trade Execution, Margin, ACAT/Non ACAT Transfers and Regulatory Compliance.
Kim is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc.
Kim spends her free time with her family and/or on the volleyball court. Kimberly is an advocate for promoting quality volleyball at all levels and is currently a coach at East Coast Power Volleyball club and Ursuline Academy (youth program).