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Kimberly L. McLaughlin

Customer Service & Operations Senior Associate at Capitalize

Kimberly L. McLaughlin has over 20 years of professional experience. Kimberly L. began their career in 1999 as Manager at Countryside Development Inc. In 2007, they became a Wealth Management Intern at Merrill Lynch. Kimberly L. then moved to Morgan Stanley Wealth Management in 2010, where they served as a Client Service Associate until 2015. Kimberly L. then joined Wells Fargo Advisors as a Senior Client Associate until 2022, when they moved to Capitalize as a Customer Service & Operations Senior Associate.

Kimberly L. McLaughlin received their Bachelor of Science in Finance from DePaul University in 2010, having started their studies in 2006.

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