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Kimberly E

Series 66, Series 63

Augusta, GA

Equitable Advisors

Kimberly Edge is a financial advisor at Equitable Advisors in Augusta, GA, holding Series 66 and Series 63 licenses with five years of industry experience. Her prior roles include positions at Woody Merry, Equitable Advisors, Publix Inc, and St. Mary on the Hill Catholic School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, using a mix of firm-offered and third-party advisory models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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