First Vice President–Wealth Management
Kim Sheets has been a Financial Advisor for more than 30 years and joined UBS Financial Services Inc. in 1992. Through a disciplined practice of wealth accumulation, portfolio preservation and income distribution planning, Kim has built solid relationships with families and organizations that span decades and generations.
Within his practice, Kim has distinguished himself among his peers by earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Chartered Financial Consultant (ChFC®) designations as well as the title of Wealth Advisor within UBS. Each of these rigorous, intensive programs are designed to deepen one’s financial planning and wealth management insights as well as to learn and understand the latest tools to help guide clients through all aspects of their financial life. By completing these programs, Kim is better equipped than ever to provide the thoughtful financial advice his clients need to confidently plan for their futures.
With this experience and background, Kim focuses on planning for both individuals and organizations. This encompasses investments, portfolio and retirement planning as well as insurance and estate planning. He and his team communicate frequently with their clients through regular portfolio review meetings and conference calls.
In addition to his CFP®, ChFC® and Wealth Advisor designations, Kim holds the Series 3, 7, 8, 63 and 65 securities licenses as well as his life, health and variable annuity licenses.
Outside of work, Kim and his wife, Dena, have two daughters, Abigail and Emily. The family stays busy many weekends traveling to the girls’ sporting events. When not traveling, Kim enjoys golf, clay target sports and hunting.
Senior Client Associate
Kim entered the financial services industry in 1992 and joined UBS Financial Services Inc. in 2008. Her day-to-day responsibilities include relationship management, administration and operations of accounts as well as the management of team personnel. To Kim, client relationships are a top priority, which is reflected in her commitment to delivering a high level of service. Kim holds her Series 7, 63 and 66 securities licenses.
Away from the office, she enjoys spending time with her family and friends. She participates in many charitable athletic events to stay active and maintain a healthy lifestyle.