Kimberly Place Recognized as an Elite Advisor by Infinex Investments
We are proud to announce that Kimberly Place, Vice President, Financial Advisor has been recognized as an Elite Advisor by Osaic Institutions, Inc., NHTrust’s investment services partner. Elite Advisor status is granted annually to the top fifty Infinex Financial Advisors nationwide, ranked by revenue production and good standing for all risk and compliance measurements.
“Kim listens carefully to her clients and works closely with them to craft financial planning solutions to help them achieve their goals,” said Paul Provost, President of NHTrust. “Her expertise and exceptional ability to build and grow relationships has been an incredible asset to our team and to our clients. We are so proud to congratulate her on her most recent achievement of Elite Advisor.”
Kim joined NHTrust in 2018 as Assistant Vice President and Chartered Financial Consultant, bringing with her over 20 years of experience in financial management. She was promoted to Vice President in April of 2020 and, as a Financial Advisor, she assists individuals, families, businesses and other organizations develop and implement comprehensive financial plans, specializing in retirement planning, investment management, insurance, college planning, and financial planning.
Place holds a degree from Champlain College and is a graduate of the American College of Financial Planning. She has also earned designation as a Chartered Retirement Planning CounselorSM (CRPC®) and Chartered Financial Consultant (CHFC®).
Kim enjoys giving back to the community and currently volunteers her time with the United Leukodystrophy Foundation and Hunters Hope Foundation. She resides in Bow with her family.