Kimberly Caldwell

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.