Wealth of Insight
7 posts in
Taylor Nobriga
Taylor serves as a Senior Investment Analyst at Kimery Wealth Management. She is a member of the firm’s investment committee, overseeing the implementation and development of investment strategies and technology solutions for both individual and institutional clients. Taylor is also responsible for monitoring the due diligence process and procedures for new and existing investments. Before…
Ryan Dean
Ryan serves as a Financial Analyst at Kimery Wealth Management. In his role, he supports the development of financial plans and assists in executing strategies designed to meet client goals. Ryan also holds his Series 65 license. A native Memphian, Ryan attended Christian Brothers High School, where he was actively involved as the basketball team…
Jonathan McAlister, CFP®
As a financial planner, Jonathan brings nearly a decade of experience serving individuals, families, businesses and foundations to help them successfully create, grow and preserve wealth through custom-made investment portfolios and tailored wealth planning strategies. Before joining Kimery Wealth Management in 2020, Jonathan spent 2 ½ years at Legacy Wealth Management and nearly 6 years…
Rachel B. Kimery
Rachel is a native Memphian and proud Hutchison School alumna, graduating in 2018 before attending the University of Mississippi, where she studied Marketing. She now serves as Director of Marketing and Communications at Kimery Wealth Management, where she leads the firm’s brand voice, digital presence, and communication strategy. In her role, Rachel creates and curates…
Ron Behymer
Ron has more than 25 years of experience in the investment and financial services industry. Prior to joining Kimery Wealth Management as a Senior Investment Advisor in 2018, Ron spent nearly 10 years with Charles Schwab & Co. as a VP and Financial Consultant in their Memphis Branch Complex. He also spent over 12 years…
Matthew C. Heffington
Matthew specializes in working with family groups and institutional clients to create highly personalized strategic wealth plans designed to foster long-term financial sustainability and growth. Additionally, Matthew consults on corporate executive compensation, philanthropic planning, and next-generation financial education. Before joining the firm in 2014, Matthew spent five years with the Sharpe Group, a nonprofit consulting…
Kevin D. Kimery
As a Financial Advisor, Kevin seeks to help his clients and their families navigate the complexities of wealth while understanding their unique goals and challenges. As the founding member of the firm, Kevin leverages his extensive knowledge and over 30 years of experience in the financial industry to design and implement customized wealth planning strategies…
