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Kim Nguyen

As a Private Wealth Advisor at U.S. Bank Private Wealth Management, Kim is responsible for providing comprehensive wealth management strategies tailored to her clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. Kim takes the time to understand her clients’ unique needs and directs teams of specialists —often working closely with other client advisors, such as attorneys and accountants —to provide services that help her clients work toward their goals.

Kim began her career in the banking and financial services industry in 2013. Prior to joining U.S. Bank Private Wealth Management, Kim worked as a Client Strategist at BNY Mellon Wealth Management. Her professional background includes extensive experience working with business owners as well as non-profit endowments and foundations.

An active member of her community, Kim serves on the Board of Directors for The Wooden Floor as well as the OC Advisors in Philanthropy. She is also a Founding Member of The Jerri Rosen Legacy Fund Committee at Working Wardrobes, where she currently volunteers as a Personal Shopper.

Kim grew up in Irvine and resides in Huntington Beach. When she is not working, she enjoys walking the Back Bay trail, exploring new restaurants and traveling.

MadeByKenni™

MadeByKenni™ | Ken is an award-winning brand strategist, brand designer, and web designer with a keen eye for clean graphics and visual storytelling.

http://www.madebykenni.com
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