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
CallSend Me a Message

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

Send Me a Message

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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

Phone

(252) 291-7714

Fax

(888) 618-1627

Office Address

3305 A Nash Street NW
Wilson, NC 27896opens in a new window

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