Kim Carroll

Financial Professional with Ameritas Investment Company, LLC

Kim's experience in the financial services industry began at a local bank where she partnered on a wealth team with affluent bank clients for 5 1/2 years prior to joining Ameritas Financial Services of WPA/Pittsburgh, Ameritas Investment Company, LLC (AIC) and Ameritas Advisory Services (AAS). She designs comprehensive wealth management strategies, provides advanced advisory planning, and develops strong relationships with her clients. Kim is a 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, and travel. She is passionate about helping her clients explore potential strategies and alternatives to help achieve financial stability and success. 

 

Kimberly Carroll offers products and services using the following business names: Ameritas Financial Services, LLC - insurance and financial services | Ameritas Investment Company, LLC (AIC), Memeber FINRA/SIPC - securities and investments | Ameritas Advisory Services (AAS) - investment adviosry services. AIC and AAS are not affiliated with Ameritas Financial Services, LLC