Kimberly Morel is an LPL Registered Client Care Specialist at Creekside Financial Advisors. She was drawn to Creekside by a team that genuinely puts clients first and offers the resources to better support the families she works with. After a decade at another firm, she was ready for a change — and found in Creekside a team that shared her values, along with the work-life balance to match. She brings careful attention to detail to everything she does, from assisting with advanced planning to portfolio management and insurance and annuity needs.
Kimberly began her career as a customer service manager for an Ohio-based retail bank, where she built a strong foundation in client service. Kim joined Edward Jones supporting the George Team over 10 years ago, deepening her investment knowledge along the way.
Kimberly holds her Series 7 and Series 66 securities licenses through LPL Financial, along with her Ohio Life and Health Insurance license, and she earned her Bachelor of Business Administration in Finance from Ohio University.
Kimberly is an active parishioner at St. Hilary, where she takes part in various outreach ministries. She also enjoys volunteering with several local non-profits and schools, often alongside her family.
Kimberly lives in Bath Township with her husband, Frank, her daughter, Natalie, her son, Christopher, their dogs, Hazel and Buffy, and their cat, Misty. Outside of work, she enjoys reading, exploring local parks and trails, and traveling with friends and family.