We treat our clients like family. We’re there to help in good times and bad, in any aspect of their lives.
For over 19 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 quality time with her family. Kimberly is actively involved with the American Cancer’s Society’s Relay for Life in Arlington, recently chairing the event. Kimberly lives in Arlington with her partner Scott and their daughters Emma and Hanna.
Kimberly Van Winkle holds Series 7 and 66 securities licenses.