Five Star award winner Kevin Kimery

PROFESSIONAL PROFILE

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Kevin Kimery

Founder / CEO

Kimery Wealth Management

6410 Poplar Ave Ste 100

Memphis, TN 38119

Office: 901-291-5501

Cell: 901-569-2426

kevin.kimery@kimerywealth.com
www.kimerywealth.com

Professional Approach

About Kevin

As a Financial Advisor, Kevin seeks to help his clients and their families navigate the complexities of wealth while understanding their unique goals and challenges. Serving as the founding member of the firm, Kevin draws upon his extensive knowledge and more than 22 years of experience in the financial industry to design and implement customized wealth planning strategies and investment portfolios for his clients. He is often recognized for his superior service, and for seven consecutive years was named a Five Star Wealth Manager by Memphis magazine. Additionally, he holds honors from The American Registry, Wealth & Finance International, and Barron’s.

Prior to joining Morgan Stanley in 2005, Kevin spent seven years in the Private Client Group of Goldman Sachs and three years at Merrill Lynch. He also served as president of Accuship, an information management company.

Kevin received his B.A. in business administration from the University of Memphis and an M.B.A. with a concentration in finance from Vanderbilt University. He remains active with Vanderbilt’s Alumni Board and the University of Memphis business school. In addition, Kevin is a former board member of the Memphis Botanic Garden, the Vanderbilt Graduate School of Business, the Exceptional Foundation of West Tennessee, and the Memphis Zoo, as well as a former president of Hope House. Kevin’s current community involvement includes the New Memphis Institute, Carnival Memphis Board, and The University of Memphis Fogelman College of Business’s Executive Board. He lives in Memphis with his wife, Sherri, and their four daughters: Elizabeth, Kathryn, Rachel, and Margaret. In his free time, Kevin enjoys traveling, exercising, and snow skiing.

See Accomplishments

This award was issued on 10/01/2025 by Five Star Professional (FSP) for the time period 01/08/2025 through 07/02/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 666 Memphis-area wealth managers were considered for the award; 42 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 600, 54, 9%, 10/1/24, 1/9/24 - 8/9/24; 2023: 542, 51, 9%, 10/1/23, 1/9/23 - 7/31/23; 2022: 489, 46, 9%, 10/1/22, 1/31/22 - 8/5/22; 2021: 548, 50, 9%, 10/1/21, 1/11/21 - 8/13/21; 2020: 542, 42, 8%, 10/1/20, 1/20/20 - 8/21/20; 2019: 544, 54, 10%, 10/1/19, 1/28/19 - 8/16/19; 2018: 548, 69, 13%, 10/1/18, 2/6/18 - 8/27/18; 2017: 400, 52, 13%, 10/1/17, 2/6/17 - 8/28/17; 2016: 447, 105, 23%, 9/1/16, 3/30/16 - 8/24/16; 2015: 690, 143, 21%, 10/1/15, 3/30/15 - 8/19/15; 2014: 1034, 152, 15%, 10/1/14, 3/30/13 - 8/19/13; 2013: 880, 166, 19%, 10/1/13, 3/30/12 - 8/19/12; 2012: 695, 166, 24%, 10/1/12, 3/30/11 - 8/19/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.