Kimberly Morel is Creekside Financial Advisors’ LPL Registered Client Care Specialist. She supports the firm by providing clients with advanced planning, portfolio management, and insurance & annuity options.
Kim attended Ohio University, where she earned a bachelor’s degree in business administration, and she also holds her Series 7, Series 66, and Ohio Life & Health insurance licenses. Before her time with Creekside, she worked alongside Craig George at Edwards Jones and boasts over a decade of industry experience. For Kim, the most rewarding aspect of her role is celebrating special milestones with clients, whether that be new grandchildren, graduations, retirements, or special vacations.
Kim and her husband Frank reside in Bath Township and have two children together— their daughter Natalie who attends The Ohio State University and their son Christopher who is a junior in high school. The Morel family also includes Hazel the goldendoodle, Buffy the rescue pup, and Misty the rescue kitty. In her free time, Kim enjoys traveling and dining with family and friends, reading fiction novels and memoirs, Netflix binges, and exploring the beautiful parks and trails near her home.