Kimberly Chmielewski is responsible for maintaining and updating client files to assist advisors in preparing financial planning reviews and reports for clients at the Davidson office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. Kimberly assists advisors in preparing financial planning reviews and reports for clients and enjoys helping them achieve their financial goals and are actively living the life they imagined.
Kimberly brings a diverse financial background with more than 25 years of banking and financial services experience to Goldman Sachs Personal Financial Management. After starting her career in the mid-’90s with one of the largest retail banking institutions, it didn't take long for Kimberly to find her niche within the wealth management arena. She has a breadth of experience and knowledge in investor relations, operations and on-boarding. Kimberly managed a boutique wealth management practice in Sarasota, Florida, before relocating to the Lake Norman area with her family in early 2017.
Kimberly graduated from the University of South Florida with a Bachelor’s degree in Business/Corporate Communication.
Kimberly is an avid tennis player and when she's not on the court, she enjoys reading, volunteering, hiking and spending time at her mountain home with her husband, two children and daughter-in-law.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.