Kimberly Place has joined MillRiver Wealth Management as Assistant Vice President and Chartered Financial Consultant. In this role, Place oversees the development and implementation of comprehensive financial plans for individuals, businesses and organizations. She is based in MillRiver’s Concord office on 89 North Main Street.
“Kimberly’s expertise and exceptional ability to build relationships is an incredible asset,” said Paul Provost, President of MillRiver Wealth Management. “She shares a wonderful synergy with our team of financial advisors, and brings great insight and enthusiasm to the organization. Kimberly provides custom financial planning solutions that are best for her clients because she has really crafted and mastered her listening skills. It’s a pleasure to welcome her aboard.”
“What drew me most to MillRiver was their reputation for really educating themselves about their clients so they can fully understand their goals,” added Place.
Place’s financial management career spans more than 20 years. Prior to joining MillRiver she was a Financial Advisor with Hornor, Townsend & Kent. A Chartered Financial Consultant, her expertise covers retirement planning, investment management, insurance, college planning and financial planning. She is also a licensed Financial Advisor in partnership with Infinex Investments. She is currently active in the community, serving on the boards and volunteering for the Junior Service League, Junior Achievement, the United Leukodystrophy Foundation and Hunters Hope Foundation. Place attended Champlain College in Vermont and the American College of Financial Planning. She resides in Bow, NH with her family.
MillRiver Wealth Management offers trusted financial advice in the New England tradition of neighbors serving neighbors. With New Hampshire roots reaching 150 years, MillRiver combines the financial expertise and local insights of Merrimack County Savings Bank and Meredith Village Savings Bank, each with a legacy of trusted service dating back to the 1860s. Customized financial planning include solutions for investment management, retirement planning, financial planning and trust, estate and fiduciary services.