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Kim Polston
Client Service Manager

Kim’s primary role is to provide our clients and advisors with exceptional service and support during each phase of the wealth management process and with day-to-day needs. She works directly with our advisors to provide seamless transitions for new clients and continued support throughout their relationship.

Kim lives in Sandy Springs with her husband, Shaun; daughter, Evie; and son, Bryce. They enjoy experiencing new food and cultures through travel as a family. Kim enjoys reading, photography, and cheering on the Dawgs in the fall.

Education, Designations, Licensures:

  • The University of Georgia – Bachelor of Business Administration in Marketing 
  • Series 7
  • Series 66
  • Insurance and Annuity