Skip to content

Education

Rensselaer Polytechnic Institute

Relationship Manager, Wealth Advisory, Vice President

Kelly P. Kim, CFP®, CTFA

Kelly P. Kim, CFP®, CTFA, is a Wealth Advisor in Glenmede’s Morristown office. In this role, she is responsible for providing thoughtful wealth management advice, solutions for fiduciary, charitable, financial, and wealth transfer planning, and trust and account administration. Ms. Kim partners with investment, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.

Prior to joining Glenmede, Ms. Kim held a number of roles at U.S. Trust, Bank of America Private Wealth Management. Most recently, she served as a Wealth Strategies Advisor, providing individuals and families, executives, and private business owners comprehensive financial and estate planning advice. Additionally, she led financial education programs for clients and their families ranging in topics from budgeting to family business dynamics. Previously, as a Senior Trust Officer, Ms. Kim oversaw all aspects of fiduciary management, implementation of strategic planning for clients, and ongoing relationship support. She began her career at The Private Consulting Group as a Client Relationship Associate.

Ms. Kim received her Bachelor of Science degree in management and technology, with a concentration in financial systems, from Rensselaer Polytechnic Institute in Troy, New York. She is a CERTIFIED FINANCIAL PLANNER™, and holds the Certified Trust and Financial Advisor designation from the American Banker’s Association.

Ms. Kim is a member of the Estate Planning Council of Northern New Jersey as well as the Greater New Jersey Estate Planning Council.

Education

Rensselaer Polytechnic Institute