Kim Carroll CRC®
Financial Advisor
Have you ever wondered if you could enjoy a larger slice out of the pie called life? Many years ago, Kim asked herself this same question. She learned through determination, persistence and drive, the answer is yes! Kim is passionate about working with clients to explore strategies and alternatives to help them enjoy life!
Kim’s experience in the financial services industry began in 2015 at a local bank where she partnered on a wealth team with affluent bank clients. Kim joined Ameritas Financial Services of WPA/Pittsburgh in 2021 as a licensed advisor and works closely with a senior advisor who has been in the industry for more than 27 years. Together, they support around 550 households, each with their own unique goals, challenges, and life stories.
Kim is a member of National Association of Insurance and Financial Advisors (NAIFA), a Court of the Table qualifier with Millon Dollar Round Table (an invitation only distinction that requires meeting high standards), and currently serves as a Field Advisory Cabinet Chair with Ameritas. Even with these highly regarded distinctions, what matters most to Kim is providing thoughtful guidance, sincere care, and a high level of service to the clients that she works with.
Kim designs comprehensive wealth management strategies, provides advanced advisory planning, and develops strong relationships with her clients. Kim is a fully licensed financial professional, holding her Life/Accident/Health insurance and her Series 6, 7, 63, and 65 securities licenses, as well as her CRC® (Certified Retirement Counselor) designation. She is a native to Pittsburgh and graduated Summa Cum Laude from La Roche College. Kim has 3 children, and enjoys dance, the arts, visiting her family, and travel.
