Kim Sands, AIF®

Kim Sands, AIF®

LLC Owners - Partner, Client Services Manager

vCardMap
E: This email address is being protected from spambots. You need JavaScript enabled to view it.
P: 239-454-1117 ext:15
F: 239-454-0249
6216 Whiskey Creek Dr Suite A
Fort Myers, Florida 33919

Kim holds a Masters in Business Management from Hodges University in Fort Myers, Florida. She completed the Series 65 licensing in 2001. Kim began working for Marquis Wealth Management Group in 1999 and assumed the position of Client Services Manager. As Client Services Manager, Kim is the primary liaison for all client service matters. In addition, Kim serves as the Office Administrator. In 2005, Kim was named a partner of Marquis Wealth Management Group. Kim has been married to her high school sweetheart since 1988. They have two daughters, Raychel and Victoria. Career Summary
Partner, 2005 - present
Client Services Manager, 1999 - present
Marquis Wealth Management Group Executive Assistant, 1998 - 1999
Markham Norton Mosteller Wright & Co., P.A. Assistant, 1987-1998
Peterson & Peterson CPA's, P.A. Education
Masters of Science, Business Management
Hodges University, 2005 Bachelor of Science, Business Management
Hodges University, 2000 Professional Designations
Series 65 licensing
Accredited Investment Fiduciary, AIF®