Our Team Kimberly Morton

Kimberly Morton is a financial analyst for Wealth Management Solutions, LLC. Her area of expertise is in creating net worth statements, retirement cash flows, income tax projections, asset allocations, investment strategies and custom spreadsheets used to analyze a client’s financial situation. Kim works closely with David and Dana, tracking, analyzing and developing strategies for clients based on a wide array of data and research.

She graduated from Arizona State University in May 2005 with a B.S. in Business Finance, studying financial analysis and corporate finance as well as accounting. While at ASU she was a member of the Financial Management Association, which gave her valuable insight into the type of career she wanted to pursue.

Kim’s previous experience and education convinced her to seek a career in financial planning with a firm that would offer her hands on experience and the ability to develop and work with her own client base in the future.

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