Wealth of Insight

5 posts in

Bailey M. Berry

Bailey works with clients to address their service needs and enhance client relationships. She has honed her skills through everyday communication with clients, confirming that their requests are met in a timely manner and mastering the group’s operations and procedures. She displays a strong commitment to service, always ensuring that clients are engaged, informed and…

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David R. Hunter

At Kimery Wealth Management, David oversees trading operations, fund manager evaluation and the team’s research efforts. He currently holds the Series 7 and 66 licenses. David graduated from the University of Alabama Honors College with a B.S. in commerce and business administration and an M.A. in economics through the university’s four-year dual degree program. In addition, he…

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Patti H. Trippeer

Patti provides client service and helps develop new client relationships. She holds the Series 7 and 66 securities licenses. Prior to joining the firm in 2015, Patti held a variety of positions in sales and marketing, including convention sales for the Opryland Hotel and marketing consulting for clients such as the Market Street Brewing Company,…

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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. Prior to joining the firm in 2014, Matthew spent five years with the Sharpe Group, a nonprofit…

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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. Serving as the founding member of the firm, Kevin draws upon his extensive knowledge and more than 22 years of experience in the financial industry to design and implement customized…

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