Kimberly Downey, CTFA®
Vice President, Trust Officer and Fiduciary Advisor
Kimberly brings more than 15 years of wealth management experience to The Wealth Group. In her role, she is responsible for providing wealth management services to clients. Her strength in trust administration, estate planning, and working with probate estates is a valuable benefit to our team and clients. Her in-depth knowledge of trust law, income and estate taxes, as well as estate settlement has assisted many over the years.
Kimberly earned a Bachelor of Science Degree in Economics from State University of NY Cortland and an MBA in Business Analytics from Syracuse University. She has been awarded the Certified Trust Fiduciary Advisor (CTFA®) certificate and was named a “2017 New Leader in Banking” by the Connecticut Banker’s Association.
Kimberly is active in her community, serving as a board member and treasurer for Salisbury Youth Hockey and in the same capacity for the EXTRAS After School Program, also in Salisbury.
