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Kim White

Financial Advisor - Retirement Plans

Advisor Team

KIM_WHITE_1

The Counselor

Builder of Trust. Motivator. Thrives on helping others. Present and emphatic. Encouraging and empowering retirement plan participants to take ownership of their retirement success.

Background

Kim joined Strategic in 2013. She specializes in enrollment, education and service for corporate retirement plans. She coordinates and delivers regular educational sessions and one-on-one consultations to help participants articulate their retirement goals and take ownership of their retirement success.

Kim brings over nineteen years of experience working with corporate retirement plans. Most recently, Kim was a Qualified Retirement Plans Account Manager with Adirondack Financial Services. Before joining Adirondack Financial Services, Kim spent over 13 years servicing Corporate Retirement Plans at Bank of America.

 

Areas of Specialty

  • Client Relationship Management

    Client Relationship Management

  • Retirement Planning & Education

    Retirement Planning & Education

  • Retirement Plans – Design & Pricing

    Retirement Plans – Design & Pricing

Beneath the Surface

  • Claim to Fame

    Raised her two daughters while serving as a babysitter for 12 other children

  • Enjoys…

    Cross-country skiing or snow shoeing in the winter. Kayaking , water skiing and hanging out on the water until the sun goes down in the summer

  • Family

    Kim has two daughters, Rebecca, who lives in Oswego with her husband, is a faculty member at SUNY Oswego in the Art Department and Lindsey, who lives in Rome, holds an accounting position in Syracuse.

Don’t limit yourself. Many people limit themselves to what they think they can do. You can go as far as your mind lets you. What you believe, remember, you can achieve.

Mary Kay Ash