KIMBERLY S. HUDSON
Shepherdsville,KY
Summary
Enthusiastic financial services professional with a proven track record of effectively working with clients from diverse backgrounds and at all levels. Known for being friendly and personable, adept at adapting to different situations and approaches. Exceptional knowledge in wealth management, estate planning, and retirement planning enables the provision of valuable insights and guidance to help clients achieve their financial goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Assistant Vice President and Wealth Advisor
Stock Yards Bank & Trust Company
10.2011 - Current
- Manage $218,860,000 million in client portfolios, generating approximately $1,543,600 million in annual fees
- Assist clients with review and/or implementation of estate plans
- Maintain and develop client relationships
- Create financial plans and retirement income analysis for clients
IRA Specialist
Stock Yards Bank & Trust Company
03.2024 - Current
- Review incoming retirement accounts to ensure proper transfer to correct account type
- Create memo when IRA owner's pass away to discuss tax implications and options for beneficiaries to inherit account
- Maintain detailed knowledge of relevant IRS rules governing Traditional, Roth, SEP and SIMPLE IRAs.
Client Service Associate
Stock Yards Bank & Trust Company
06.2006 - 09.2011
- Assisted Wealth Advisors and Investment officers with client accounts
- Assisted multiple officers concurrently
- Prepared client review books
- Prepared encroachment requests and annual administrative reviews
Education
IRA Boot Camp -
PenServ
05.2024
Trust Fundamentals -
Cannon Trust School
07.2007
Bachelor of Science - Mass Communication
University of Evansville
01.2000
Skills
- Financial planning
- Trust services
- Estate planning
- Multi-generational planning
- Attention to detail
- Multitasking and organization
- Relationship building and management
- Wealth management
- Financial advising
- Retirement needs
Designations
Certified Financial Planner, 07/12
Communityleadership
- Atherton High School Hall of Fame Committee, May 2014, Present
- Gilda’s Club Associate Board, January 2015 to December 2015
- SugoiCon Vendor Relations, June 2006 to June 2010
Certification
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
Timeline
IRA Specialist
Stock Yards Bank & Trust Company
03.2024 - Current
Assistant Vice President and Wealth Advisor
Stock Yards Bank & Trust Company
10.2011 - Current
Client Service Associate
Stock Yards Bank & Trust Company
06.2006 - 09.2011
Trust Fundamentals -
Cannon Trust School
Bachelor of Science - Mass Communication
University of Evansville
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
IRA Boot Camp -
PenServ
Similar Profiles
Carter GleasonCarter Gleason
Bank Teller at Stock Yards Bank & TrustBank Teller at Stock Yards Bank & Trust
Isabella CristobalIsabella Cristobal
Bank Teller at Stock Yards Bank & TrustBank Teller at Stock Yards Bank & Trust
ALEX SMITHALEX SMITH
Infrastructure Security Analyst at Stock Yards Bank & TrustInfrastructure Security Analyst at Stock Yards Bank & Trust