Senior Vice President and Private Client Advisor

Kimberly Bleach is a Senior Vice President and Private Client Advisor with U.S. Trust®.  In coordination with her partner Paul G. Hudson and the Sarasota based U.S. Trust wealth management team, Kimberly focuses on advancing new client engagements, deepening existing relationships and developing community relationships.

Utilizing her 12 years of past experience as a Private Client Manager, Regional Credit Advisor and Trust Officer, Kimberly offers a holistic approach for helping to meet the unique estate planning, business succession and leveraging needs of high net worth families. Kimberly graduated from Stetson University with a Bachelor of Business Administration degree.  

Additionally, she holds the CERTIFIED FINANCIAL PLANNER™, Certified Trust & Financial Advisor (CTFA), and Accredited Domestic Partner Advisor (ADPA) designations

 

 

 


http://www.ustrust.com