Kimery Wealth Management, LLC

Fiduciary, fee-only CFP® focused on serving high net worth individuals, families and business owners.

Taylor Nobriga is a financial advisor at Kimery Wealth Management, LLC in Memphis, TN, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at B. Riley Wealth Management, Inc. and Securian Financial Services, Inc. Kimery Wealth Management serves individual clients, including high-net-worth individuals, and charitable organizations by providing asset management, financial planning, retirement plan consulting, and tax-planning services through a third-party CPA subsidiary. The firm manages client assets using a wrap fee program and offers portfolio management involving mutual funds, ETFs, separately managed accounts, and individual securities.

Matthew Heffington is a financial advisor at Kimery Wealth Management, LLC in Memphis, TN, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He has been with Kimery Wealth Management since 2017. Kimery Wealth Management serves individuals, high-net-worth clients, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs third-party managers and various investment vehicles while maintaining the ability to manage individual securities for some accounts, overseeing approximately $440.8 million in discretionary assets.

Kevin Kimery is a financial advisor with Kimery Wealth Management, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Outside of finance, he serves as a line judge for NCAA Women's Volleyball and is a limited partner in Morpheus Partners. Kimery Wealth Management serves individuals, high-net-worth clients, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs third-party managers and a variety of investment vehicles while maintaining the ability to manage individual securities and operates a wrap program alongside a separate tax-planning entity.

Ronald Behymer is a financial advisor with Kimery Wealth Management, LLC in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Kimery Wealth Management since 2018 and previously spent ten years with Charles Schwab Bank and Charles Schwab & Co., Inc. Kimery Wealth Management serves individuals, high-net-worth clients, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of third-party managers, mutual funds, ETFs, and separately managed accounts, and operates a wrap program alongside a separate tax-planning entity.

Ryan Dean is a financial advisor at Kimery Wealth Management, LLC in Memphis, TN. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Kimery Wealth Management in 2022, he worked at Strategic Financial Partners and Sherman Williams, and held roles at the University of Memphis and Tiger Scholarship Fund. Kimery Wealth Management serves individual clients, including high-net-worth individuals, and charitable organizations by providing asset management, financial planning, and retirement plan consulting. The firm operates a formal tax-planning subsidiary in cooperation with a third-party CPA and manages all client assets through its KWM Wrap Program.