11 Nov Kim Polston
Kim’s primary role is to provide our clients and advisors with exceptional service and support during each phase of the wealth management process and with day-to-day needs. She works directly with our advisors to provide seamless transitions for new clients and continued support throughout their relationship.
Prior to joining Gratus, Kim was a senior operations associate and a client advisor for a private wealth management firm in Alpharetta brokered through LPL Financial. During her time there, her responsibilities included developing client relationships, assisting with portfolio management, financial planning, and processing trades.
Kim received her Bachelor of Business Administration in Marketing from The University of Georgia. She holds her Series 7 and Series 66, as well as licenses in insurance and annuities.
Personally impacted by many families with children who were diagnosed with childhood cancer and biliary atresia, Kim and her family actively support Children’s Healthcare of Atlanta.
Outside the Office
Kim lives in Sandy Springs with her husband, daughter and newborn son. They enjoy traveling, photography, hiking, dabbling in arts and crafts. During the fall, you will find them cheering on UGA football.