Kimberly Moore

Client Service Associate

Kimberly has been working with David since 2015.  She is responsible for working with clients, overseeing operations, and ensuring the office complies with government regulations. 

Committed to a client-focused office environment, Kimberly oversees the branch’s various account needs, including inquiries, transfers, contributions, distributions, and client reporting, with a high level of skill.

Phone (931) 881-2111
Fax (931) 520-1134