Kimberlee Mott, Csscs, Cpfa Email & Phone Number

Kimberlee is a co-founder and co-owner of PacK Financial. As a financial consultant, she specializes in PacK’s client experience, the team’s advisor experience, business development, and organizing educational client workshops and events. She has been in the finance industry for over eighteen years.Prior to serving at PacK Financial, Kimberlee worked in executive leadership for ten years as a regional vice president and sales director, where she was a business consultant to top advisors and team leaders. Previously, she served for many years in management, where she hired and developed successful financial advisors while also working directly with clients to develop long-term strategies. She is registered with the Series 7, 65, 24, 51, 6, 63, and 26 and Life and Health. Additionally, she is Certified in Social Security Claiming Strategies (CSSCS) and is designated as a Certified Plan Fiduciary Advisor (CPFA).In her free time, Kimberlee likes to travel, experience new cultures and activities, and drink fine wine with great company. She currently lives in Atlanta, Georgia with her husband, three children, and two pups.201 E. Main St. Suite 520Lexington KY 40507859.273.2171Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.

Listed skills include Direct Sales, Series 63, Strategic Financial Planning, Investments, and 13 others.