We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
ADVISORY TEAM MEMBER
Kimberly Sharp is a Managing Director and Head of Wealth Services at Round Table Wealth Management. Kimberly is responsible for the development of the firms’ long term business growth strategies. She leads the implementation of tactical advancements in sales, marketing, and client management.
Kimberly has over 20 years of experience in business management and consulting across diverse business sectors. In her previous role, Kimberly was the founder and president of a business coaching and consulting firm. One of the firms she mentored and launched received numerous accolades including being recognized by Forbes Magazine as one of the top 10 Wealth Management Groups in the South. She is also a recognized EOS (Entrepreneurial Operating System) Implementor. Kimberly worked with private clients as well as organizations, including The Livingston Community Foundation, David Turner Companies, and Southern Lifestyle Development.
Kimberly attended the University of Florida for her undergraduate degree in Journalism, and received her MBA from Pepperdine Graziadio Business School. Kimberly enjoys serving the community and sits on a number of boards including; Mannsdale Historical Society, past President of the Madison County Center for the Arts, and Women’s Executive Golf Association. An avid history buff, in her free time you can find her water skiing or traveling with her three daughters.
Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who meet education and experience requirements and pass an exam.
A Master of Science in Taxation (MST) is a highly specialized form of a graduate accounting degree that strives to build a solid core of knowledge in the complexities of tax law.