Kimberly Chmielewski, CFP®, began her career in financial services in the late 90’s with one of the largest retail banking institutions in the US. It didn’t take long for Kimberly to find her niche within the wealth management arena. Before joining Prime Capital Investment Advisors in late 2023, Kimberly was a Wealth Advisor and Vice President with Goldman Sachs Personal Financial Management in Charlotte, NC.

Prior to moving to North Carolina in 2017 and joining Goldman Sachs, Kimberly managed several boutique wealth management practices and was a financial advisor in Sarasota, Florida. Kimberly graduated with Honors from the University of South Florida with a bachelor’s degree in Corporate Communications/Business.

Kimberly has earned her CERTIFIED FINANCIAL PLANNER™ marks and is a member of the Charlotte chapter of the Financial Planning Association. Kimberly provides comprehensive wealth advisory services to individuals, families, business owners and non-profit entities by educating and inspiring them to accumulate, protect, and distribute wealth.

Kimberly is an avid tennis player and when she’s not on the courts in Charlotte, she enjoys spending quality time with family and friends on Lake James, traveling abroad and reading a good book.

You can call Kimberly directly at 704-828-0134.

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”).

Locations Served

Charlotte, NC

101 N. Tryon St.
Suite 600
Charlotte, NC, 28120
Phone: 704-828-0142