Kimberley Palladino

Kimberley A. Palladino
Vice President Financial Consultant Truist Investment Services, Inc.

1414 Raleigh Road

Chapel Hill, NC 27517-8829

About me

Background

Kimberley Palladino is a Vice President and Financial Consultant with Truist Investment Services, Inc. Private Client Group. Kimberley offers more than 15 years of financial services, retirement planning and investment planning experience. Her mission is to teach individuals the process of managing their finances and planning for their future in a thoughtful and proactive way. She believes a holistic approach to financial planning and having a comprehensive plan will help increase the likelihood of financial well-being.  

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Kimberley is passionate about using her skills and knowledge she’s developed over the years to help women organize their financial lives and pursue financial confidence. She is active in her community by using her platform to help educate women in the community and find resources to empower and plan for their financial well-being. 

Away from the office, Kimberley can be found cooking, painting and exploring North Carolina. She enjoys spending time with her family, friends, and her dog, Rosie. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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