Joining Compass Group of DayMark Wealth Partners in 2023, Kimberly Fitzgerald is responsible for client service, securities trading, and customized client reporting. Kimberly began her career in 1996 and, since 2004, has led the client service and operations efforts at Compass Group of Wells Fargo Advisors. With more than 25 years of experience in the financial securities industry, Kim uses her extensive knowledge and expertise to deliver solutions to myriad issues our clients face.
Kimberly earned her bachelor’s degree from The Ohio State University, and she went on to earn her Master of Business Administration from Baldwin Wallace University. She maintains FINRA Series 7, 63, and 65 registrations and insurance licenses in California (License #0K99588) and Ohio.