Kimberly Morel is an LPL Registered Client Care Specialist with CG Wealth Partners, bringing a combination of financial industry knowledge, attention to detail, and a genuine commitment to client service. She plays an important role in supporting the team's advisors and helping clients feel informed, valued, and confident in their experience.
Kim began her career as a Customer Service Manager with an Ohio-based retail bank, where she developed a strong foundation in financial services and relationship management. She joined Craig George's team at Edward Jones in 2015 and has continued to grow alongside the practice, expanding her knowledge and responsibilities over the years. In 2023, she earned her securities licenses, further strengthening her ability to support clients and the advisory team. Today, through the team's affiliation with LPL Financial, Kim assists with account services, investment-related administrative needs, and the coordination of client financial strategies.
Kim holds the Series 7 and Series 66 securities registrations through LPL Financial, along with her Ohio Life and Health Insurance license. She earned her Bachelor of Business Administration in Finance from Ohio University, where she developed a strong foundation in financial principles and analytical thinking that continues to inform her work supporting clients and navigating their evolving financial needs.
An active parishioner at St. Hilary, Kim participates in various outreach ministries and enjoys volunteering with local nonprofit organizations and schools, often alongside her family.
Kim lives in Bath Township with her husband, Frank, their children, Natalie and Christopher, their dogs, Hazel and Buffy, and their cat, Misty. Outside the office, she enjoys reading, exploring local parks and trails, and traveling with family and friends.