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Kim Helm has over 30 years experience in the financial services industry. Kim joined Merrill Lynch in 1998 and relocated to Albuquerque in 2006.Kim is a CERTIFIED FINANCIAL PLANNER™(CFP®), a certification awarded by the CFP Board of Standards, Inc. The CFP® marks helps identify professionals who are committed to competent and ethical behavior.Additionally, Kim has been awarded the designation of Certified Divorce Financial Analyst™(CDFA™).This is an award granted by the Insitute of Divorce Financial Analysts, an organization dedicated to the long term financial future of families going through a divorce.Armed with these designations, Kim has the ability to focus on a client's total financial picture to develop, implement and monitor a strategy to assist a client reach their financial goals, whether it be providing a college education for children, a comfortable retirement or leaving a legacy to a favorite charitable organization.Kim attended San Diego State University. She is active in Rotary, is a member of the National Association of Women Business Owners and serves on the Board of Resources, Inc. dba Domestic Violence Resource Center, a non profit agency serving victims of domestic violence. Certified Divorce Financial Analyst™ and CDFA™ are trademarks of The Institute of Divorce Financial Analysts™.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's intial and ongoing sertification requirements.
Kim Helm is registered to do business in:AZ, CA, CO, FL, KS, LA, MN, NC, NM, NY, TX, VA, WA, WI
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Investment products, insurance and annuity products:
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA™ Global Capital Management.