Kimberly Mellin is a native of Philadelphia, PA. In March of 2010, she relocated with her family to western North Carolina. Prior to staying at home to raise her son, Kimberly worked in the investment industry for more than 20 years. Kimberly was both an Operations Manager and Compliance Officer with Morgan Stanley and Wachovia Securities in the South Florida area. As compliance is an ongoing responsibility, she serves as a liaison between Dobson Wealth Management and LPL Financial to ensure compliance in all respects.
Kimberly enjoys interacting with clients. Her professional ambitions lie in providing a high level of organization, productivity and client satisfaction. She makes sure that when clients visit the office, they feel right at home. She enjoys adding value and keeping in touch with clients whenever possible. Kim believes in the power of real relationships as the best way of doing business and values her role at an independent firm because of the ability to provide authenticity beyond the "traditional" financial services industry stereotypes.
In her spare time, Kimberly enjoys spending time with family, exploring Asheville and the surrounding area, practicing yoga and health and wellness.