Experience

Makes all the difference

We seek to make a difference in people's lives, the lives of their families and the institutions and causes they care most about. At the heart of our vision is the conviction that money without a purpose is meaningless.

While many of our clients initially work with us to develop an exit strategy and successfully transition their business; we view that transaction as part of the larger scope of your wealth management strategy. Our experienced team is well versed in addressing the complex wealth advisory and planning challenges affluent investors face.

"Our plans miscarry because they have no aim. When a man does not know what harbor he is making for, no wind is the right wind" -Lucius Annaeus Seneca

Andrea Kimball

Senior Vice President–Wealth Management

Financial Advisor

Education and Licenses

Certified Exit Planning Advisor
Life and health Insurance Licenses
Series 7, 63, and 65 licenses
B.A degree from Biola University
CA Insurance License 0K05874

Registered States:

Andrea Kimball

Recognized as an industry leader:

Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Top Women Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Andrea Kimball

Education

Biola University, B.A.

Credentials

Certified Exit Planning Advisor

Andrea Kimball

440 South Warren Street
The Galleries, 6th Floor
Syracuse, NY 13202

(315) 473-7135

Email Me

Andrea Kimball

Senior Vice President–Wealth Management

Financial Advisor

Education and Licenses

Certified Exit Planning Advisor
Life and health Insurance Licenses
Series 7, 63, and 65 licenses
B.A degree from Biola University
CA Insurance License 0K05874

Registered States:

Recognized as an industry leader:

Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Top Women Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.