Who We Are

Kimery Wealth Management is a privately-owned investment advisory practice that specializes in family wealth advising and institutional consulting for individuals, family groups and nonprofits.

We create highly personalized financial strategies that are designed to preserve and grow your wealth conservatively over time. We deliver comprehensive insights and relevant expertise as we provide sophisticated investment strategies that match your most intricate goals and needs.

How it Works

We begin our introductions with a discovery process, and our due diligence goes well beyond numbers. We want to know your preferences, your aspirations, and, most importantly, understand your core financial concerns. This includes not only the quantitative but also your emotional and behavioral considerations.

Through application of the principles of behavioral finance, the information we uncover during discovery will also allow us to decipher your individual challenges. Through consistent education, outreach and proactive coaching, we’ll help you optimize financial behaviors while also broadening perspective, ensuring that volatility and disruptive events do not distract from your long-term plans.

We are equally inquisitive and thorough in vetting the asset classes where we allocate your assets, always putting quality and consistency as the primary indicator. We are fundamentally agnostic to the vehicle with which we access any specific asset class. While we are always focused on finding investment opportunities that can out perform, downside consideration is an integral piece of how we guide you through wealth preservation.

Our qualitative approach to investing is balanced with quantitative rigor through institutional-quality research, data and trend analysis and investment analytics.

Our Team

Kevin D. Kimery

President & CEO

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 wealth planning strategies and investment portfolios for his clients. He is often recognized for his superior service, and for seven consecutive years was named a Five Star Wealth Manager by Memphis magazine. Additionally, he holds honors from The American Registry, Wealth & Finance International and Barron’s.

Prior to 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, Carnival Memphis Board and The University of Memphis Fogelman College of Business’s Executive Board. He lives in Memphis with his wife, Sherri, and their four daughters: Elizabeth, Kathryn, Rachel and Margaret. In his free time, Kevin enjoys traveling, exercising and snow skiing.

Contact

Direct: (901) 291-5501

kevin.kimery@kimerywealth.com

Matthew C. Heffington

Senior Investment Advisor
Partner

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 consulting firm where he worked with nonprofits across the country in the areas of high net worth planned giving. Along with writing articles for the company’s monthly consulting periodical, Matthew managed the operations of a business unit that created, delivered and maintained proprietary web-based financial calculation modules. These modules provided an opportunity for nonprofit donors to collaborate with their advisory teams in navigating various sophisticated charitable gift plans.

Matthew received his B.S. in business administration from the University of Tennessee and holds an M.B.A. from the University of Memphis. He is an active volunteer with his church and with ALSAC, the fundraising arm of St. Jude Children’s Research Hospital’s executive team. In addition to his over 7 years working in the nonprofit industry, Matthew founded a charity event that benefits the Juvenile Diabetes Research Foundation. As a native Memphian, Matthew holds positions of leadership on multiple local charity boards and spends his time away from the office fly fishing, hunting and skiing.

Contact

Direct: (901) 291-5502

matthew.heffington@kimerywealth.com

Ron Behymer

Senior Investment Advisor

Ron has more than 22 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 in the Institutional Investment Consulting and Hedge Fund fields with Fund Evaluation Group in Cincinnati and Consulting Services Group and Centennial Partners here in Memphis.

Ron guides individuals and families in all aspects of their investment, estate, and financial planning needs. He also utilizes his experience from the institutional investment consulting world to counsel endowment and foundation board members in designing prudent investment portfolios, policies, and governance guidelines for their organization.

Ron attended Miami University in Ohio, completed an executive management program at the University of Wisconsin and has his Accredited Asset Management Specialist designation (AAMS®) through the College for Financial Planning (CFP®).  He is an active partner of Heartsong Church in Cordova and a member of the Economic Club of Memphis.

He lives with his wife Stephanie in Memphis and has 3 children; Nicholas (Pre-Med at University of Memphis), Aaron (Biomedical Engineering at University of Memphis), and Olivia (Arlington High School).

Contact

Direct: 901-291-5512

Ron.Behymer@kimerywealth.com

Bailey M. Berry

Chief Administrative Officer

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 treated with respect.

Prior to joining the firm in 2015, Bailey taught literature and writing in the Tipton County School District. She also worked for a short time at the Memphis Business Journal in the audience development department, where she established relationships with small businesses and executives in the local community.

Bailey received a B.S. in education with a minor in English from the University of Memphis. She is involved in her local church where she leads a Bible study group for high school–age girls, and she is in the process of becoming a volunteer with the Make-A-Wish Foundation. In addition, Bailey is a member of the Young Professionals of the American Cancer Society. She lives in Memphis with her husband, Luke, and enjoys traveling, kickboxing and painting.

Contact

Direct: (901) 291-5503

bailey.berry@kimerywealth.com

Nico R. Kranz

Director of Operations & Executive Assistant to CEO

Nico joined Kimery Wealth in 2018 and brings 17 years of financial services experience to the firm along with 5 years of managing legal corporate relationships.

Prior to joining the firm, she not only worked within the Litigation, Environmental Health and Safety, Remediation sector at International Paper, she also served in several operational positions at Raymond James / Morgan Keegan & Company, Inc. which included Account Transfers, Anti-Money Laundering Specialist, Corporate Securities and the Executive Assistant to the General Counsel.

Her diverse skill set along with her outgoing personality are key to providing the highest level of service to Kimery Wealth Management’s clients.

Nico lives locally in Collierville, TN with her son Ryder and is engaged to be married next year.  In her free time, she enjoys interior design, biking and kickball.

Contact

Direct: (901) 291-5506

Nico.Kranz@kimerywealth.com

Jay Esche

Chief Compliance Officer

Mr. Esche has over 25 years’ experience working in the securities industry and operates as the Chief Compliance Officer for Kimery Wealth Management. He spent 16 of those years as a securities regulator with the State of Florida, Office of Financial Regulation (“OFR”). He began his working for OFR in August of 1990.

Mr. Esche was promoted to the position of Area Financial Manager of the securities examination staff located in OFR’s West Palm Beach field office in October of 1997. After serving as OFR’s Area Financial Manager, Mr. Esche wanted to pursue a consulting career and was hired by Capital Markets Compliance®, LLC. (“CMC”) as a Senior Associate Consultant in December of 2006. Mr. Esche also served as the Chairman of CMC’s Written Supervisory Procedures (“WSP”) Committee.  In this role he was responsible for supervising the process of keeping the firm’s BD and IA WSP up-to-date based on FINRA, SEC, MSRB, FinCEN, and NASAA releases of new rules and interpretations.

Currently Mr. Esche resides in the Metropolitan Atlanta area. He is married and has one son. Mr. Esche is originally from Florida and graduated from the University of Florida in June 1982.

Contact

Direct: (706) 974-7979

Jay@jecompliance.com

George R. Connor

Financial Analyst

At Kimery Wealth Management, George is responsible for the due diligence, evaluation and selection criteria used to identify investment managers on behalf of the firm’s clients. Additionally, he supports the firm’s asset allocation efforts as well as its trading operations. George is also a member of the firm’s investment committee. Prior to joining the firm in 2018, George spent five years as a fixed income analyst, assisting middle market depository institutions in managing their portfolios. He currently holds the Series 7, 52, and 63 licenses.

George graduated from Rhodes College with a Bachelor of Arts in International Business. In addition, he attended the University of Antwerp and worked as an International Trade Associate at the U.S. Embassy in Brasilia, Brazil. He currently serves as an alumni advisor on the college’s Red and Black Society Executive Committee.

George was born in Birmingham, Alabama and currently lives in East Memphis with his wife, Blair. He enjoys traveling, hiking, golf, and supporting the Auburn Tigers.

Contact

Direct: (901) 291-5514

George.Connor@kimerywealth.com