She learned the answer is yes! Kim is passionate about working with her clients to explore potential strategies and alternatives that will allow them to also enjoy a larger slice of life! Kim is ultimately dedicated to helping her clients achieve long-term financial stability and success. 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 ½ years prior to joining Ameritas Financial Services of WPA/Pittsburgh office. 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. Kim Carroll offers products and services using the following business names: Kim Carroll/Ameritas Financial Services of WPA – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA (www.FINRA.org)/SIPC (www.SIPC.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Kim Carroll/Ameritas Financial Services of WPA or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC, AAS or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.
