Kimberly Reynolds
M.S., CFP® — Managing Member & Senior Advisor
Kimberly Reynolds began her career at The Welch Group in 2004 and has spent over two decades building lasting relationships with clients and their families. Now a Managing Member and Senior Advisor, she draws on the knowledge gained from these relationships to help clients navigate financial decisions throughout every stage of life, with a particular focus on healthcare and tax planning.
For Kimberly, financial planning is deeply personal. She values being present to celebrate life’s meaningful moments, providing support during challenges, and helping to ease the stress that often accompanies important decisions. She is especially passionate about working with multiple generations of families and developing long-lasting relationships that grow stronger over time.
Outside of work, Kimberly enjoys traveling with her family, staying active, and spending quality time with her husband and their three boys.
Education
- Bachelor of Science in Public Relations, The University of Alabama
- Master of Science in Human Environmental Sciences with a concentration in Family Financial Planning and Counseling, The University of Alabama
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner
Professional Affiliations
- Member and Past President, Financial Planning Association of North Alabama
- Member and Past President, Estate Planning Council of Birmingham
Community Involvement
- Co-chairman, The Welch Group Foundation
- Past Adjunct Instructor in Tax Planning and Management, The University of Alabama