Kevin D. Kimery
Founder / CEO
- Financial Advisor
(901) 291-5501
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 and investment portfolios tailored to his clients’ needs. He is often recognized for his superior service and has been named a Five-Star Wealth Manager by Memphis magazine for eight consecutive years. Additionally, he holds honors from The American Registry, Wealth & Finance International, and Barron’s.
Before joining Morgan Stanley in 2005, Kevin spent seven years in the Private Client Group of Goldman Sachs and three years at Merrill Lynch. He also served as president of Accuship, an information management company.
Kevin received his B.A. in business administration from the University of Memphis and an M.B.A. with a concentration in finance from Vanderbilt University. He remains active with Vanderbilt’s Alumni Board and the University of Memphis business school. In addition, Kevin is a former board member of the Memphis Botanic Garden, the Vanderbilt Graduate School of Business, the Exceptional Foundation of West Tennessee, and the Memphis Zoo, as well as a former president of Hope House. Kevin’s current community involvement includes the New Memphis Institute, the Carnival Memphis Board, and the University of Memphis Fogelman College of Business’s Executive Board.
In 2024, Kevin served as King of Carnival Memphis, a role that reflects his deep commitment to the city and its traditions. He and his wife, Sherri, live in Memphis and are the proud parents of four daughters: Elizabeth and her husband, Andrew, Kathryn, Rachel, and Margaret. Kevin is also a proud grandfather to his two grandchildren, Macon and Will. Beyond his professional achievements, he treasures time with his family and enjoys traveling, exercising, and skiing — always striving to balance hard work, family, and fun.
