Menu

We treat our clients like family. We’re there to help in good times and bad, in any aspect of their lives.

Schedule a Meeting

Kimberly Van Winkle
Chief Compliance Officer and Director of Operations

For over 17 years, Kimberly has worked in the financial services industry, first at Paine Webber and UBS, then at Morgan Stanley. As Chief Compliance Officer and Director of Operations, Kimberly is responsible for monitoring and directing daily operations and regulatory compliance for all Twelve Points entities, including Twelve Points Wealth Management, Twelve Points Retirement Advisors and Twelve Points Capital, and ensuring the highest level of service to exceed our clients’ expectations.

Born in New Jersey, Kimberly graduated from Framingham State College with a B.A. in Communications and a Corporate Communications concentration. She enjoys spending time with her family, which supports the American Cancer Society’s Relay for Life in Arlington and the FSH Society. Kimberly lives in Arlington with her partner Scott and their daughters Emma and Hanna.

Kimberly Van Winkle holds Series 7 and 66 securities licenses.

As Seen In

boston-bbj

Connect with Kim

978-318-9500

Articles By Kim

Our Designations

aif
cmt
cfp
idfa
ckp

Comments are closed.