portrait of Kim B Hoffman
FINANCIAL ADVISOR

Kim B Hoffman

CFP®, ChFC®, CPWA®, CEPA®, AAMS™
3305 A Nash Street NW, Wilson, NC 27896opens in a new window
Accepting New Clients
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Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Intergenerational Planning

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CPWA®

    Certified Private Wealth Advisor®
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Pilates
  • Spending Time with Family
  • Home Décor
  • Traveling
  • Fine Dining

Team Members

  • Hunter Hoffman
    Associate Financial Advisor
  • Leigh Jackson
    Registered Branch Associate
  • Lindsey Gardner
    Sr. Branch Office Administrator
  • Gabrielle Renault
    Sr. Branch Office Administrator
    FPQP®
  • Graham Parker
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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