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Kimberly Caldwell

Financial Advisor

Kimberly Caldwell is a Financial Advisor in Allworth Financial's Manasquan, NJ office. Kim joined Allworth Financial through the merger with George McKelvey Co., where she began her career in 2003 as a temp-to-hire receptionist. Over the years, she progressed through various roles—including administrative assistant and advisor—before becoming Client Services Manager. With nearly 20 years of experience, Kim draws on her unique perspective to manage client portfolios effectively while ensuring they understand their investments through clear, personalized communication. Her longstanding commitment to client relationships allows her to connect with multiple generations of families, embodying Allworth’s dedication to serving clients throughout their financial journeys. Originally from Pensacola, Florida, Kim now resides in Belmar, where she enjoys raising her two daughters and their two dogs. Summers are spent at the beach, and she takes full advantage of local offerings, including trips to NYC for Broadway shows, concerts, Gotham FC matches at Red Bull Arena, and dining with friends and family at local restaurants.

Education and Certifications

Who I work with

What guides my approach

Kimberly Caldwell is a Financial Advisor in Allworth Financial's Manasquan, NJ office. Kim joined Allworth Financial through the merger with George McKelvey Co., where she began her career in 2003 as a temp-to-hire receptionist. Over the years, she progressed through various roles—including administrative assistant and advisor—before becoming Client Services Manager. With nearly 20 years of experience, Kim draws on her unique perspective to manage client portfolios effectively while ensuring they understand their investments through clear, personalized communication. Her longstanding commitment to client relationships allows her to connect with multiple generations of families, embodying Allworth’s dedication to serving clients throughout their financial journeys. Originally from Pensacola, Florida, Kim now resides in Belmar, where she enjoys raising her two daughters and their two dogs. Summers are spent at the beach, and she takes full advantage of local offerings, including trips to NYC for Broadway shows, concerts, Gotham FC matches at Red Bull Arena, and dining with friends and family at local restaurants.

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About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

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14th Ranked RIA

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30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9