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Kimberly Loux Cfp® Chfc® Clu® Email & Phone Number

Senior WealthTech Leader and Yoga Teacher passionate about creating tech solutions that help Financial Advisors better manage their clients’ financial health at Raymond James
Location: Greater Tampa Bay Area, United States, United States 11 work roles 1 school
1 work email found @ubs.com 2 phones found area 256 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email k****@ubs.com
Direct phone (256) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Raymond James
Role
Senior WealthTech Leader and Yoga Teacher passionate about creating tech solutions that help Financial Advisors better manage their clients’ financial health
Location
Greater Tampa Bay Area, United States, United States
Company size
5 employees

Who is Kimberly Loux Cfp® Chfc® Clu®? Overview

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Quick answer

Kimberly Loux Cfp® Chfc® Clu® is listed as Senior WealthTech Leader and Yoga Teacher passionate about creating tech solutions that help Financial Advisors better manage their clients’ financial health at Raymond James, a company with 5 employees, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 256, and a matched LinkedIn profile for Kimberly Loux Cfp® Chfc® Clu®.

Kimberly Loux Cfp® Chfc® Clu® previously worked as Director of Technology Product Management at Raymond James and Director of Partner Product Management at Sigfig. Kimberly Loux Cfp® Chfc® Clu® holds Business Administration, History & Policy, Business Administration from Carnegie Mellon University - Tepper School Of Business.

Company email context

Email format at Raymond James

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*@ubs.com
68% confidence

AeroLeads found 1 current-domain work email signal for Kimberly Loux Cfp® Chfc® Clu®. Compare company email patterns before reaching out.

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Profile bio

About Kimberly Loux Cfp® Chfc® Clu®

I am passionate about creating best-in-class solutions that help drive Advisor efficiency and ultimately a better client experience. I understand how Financial Advisors work and think, because I was a Financial Advisor for three years, and I take pride in leveraging my experience and insider knowledge to solve problems in a way that Financial Advisors love. I am a wealth management professional and senior wealth tech leader with 19 years of experience at both large financial institutions and small fintechs, spanning both client-facing and home office roles. I love leading teams to successful outcomes. I would love to connect with you - please feel free to reach out on LinkedIn.

Listed skills include Problem Solving, Wealth Management, Retirement Planning, Financial Planning, and 3 others.

Current workplace

Kimberly Loux Cfp® Chfc® Clu®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Raymond James
Raymond James
Senior WealthTech Leader and Yoga Teacher passionate about creating tech solutions that help Financial Advisors better manage their clients’ financial health
Toronto, ON
Website
raymondjames.ca
Employees
5
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Company profile
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11 roles

Kimberly Loux Cfp® Chfc® Clu® work experience

A career timeline built from the work history available for this profile.

Director Of Technology Product Management

Current
Raymond James

St. Petersburg, Florida, US

Aug 2023 - Present

Director Of Partner Product Management

Sigfig

San Francisco, California, US

Oct 2022 - Jun 2023

Senior Partner Product Manager

Sigfig

San Francisco, California, US

Work with Enterprise partners to understand complex business needs, and collaborate across the organization to solution and implement best-in-class Advisor and client experiences. Currently leading a team of product managers to provide product solutions that drive growth in the best interests of the client.

Mar 2021 - Oct 2022

Senior Project Consultant

Raymond James

St. Petersburg, Florida, US

Jan 2020 - Feb 2021

Project Consultant

Raymond James & Associates
Nov 2017 - Jan 2020

Financial Advisor

Ubs

Zurich, CH

May 2015 - Nov 2017

Wealth Planning Analyst

Ubs

Zurich, CH

Jun 2013 - May 2015

Field Engagement Manager, Client Accounts And Cards

Ubs

Zurich, CH

Apr 2011 - Jun 2013

Product Manager, Director

Ubs

Zurich, CH

Apr 2009 - Jul 2011

Marketing & Communications

Ubs

Zurich, CH

Jul 2006 - Apr 2009

Operations & Service Associate

Ubs

Zurich, CH

Jul 2004 - Jun 2006
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

JN John Niswonger John Niswonger Colleague at Raymond James South Bend, Indiana, United States, United States View → MK Mary K. Mary K. Colleague at Raymond James Temple, Texas, United States, United States View → BR Beau Riggs, Cltc® Beau Riggs, Cltc® Colleague at Raymond James Orchard Park, New York, United States, United States View → EW Esan Wealth Management, Cfp® Esan Wealth Management, Cfp® Colleague at Raymond James Boca Raton, Florida, United States, United States View → SW Shirley Williams Shirley Williams Colleague at Raymond James Land O' Lakes, Florida, United States, United States View → CL Christopher L. Hudson, Cima Christopher L. Hudson, Cima Colleague at Raymond James Pittsburgh, Pennsylvania, United States, United States View → EV Edward V. Edward V. Colleague at Raymond James Baltimore, Maryland, United States, United States View → DT David Thomas David Thomas Colleague at Raymond James Dunedin, Florida, United States, United States View → KG Ken Ginel Ken Ginel Colleague at Raymond James Tampa, Florida, United States, United States View → MK Maria Kambourelis Maria Kambourelis Colleague at Raymond James Fort Lauderdale, Florida, United States, United States View →
1 education record

Kimberly Loux Cfp® Chfc® Clu® education

  • Carnegie Mellon University - Tepper School Of Business
    Carnegie Mellon University - Tepper School Of Business
    Business Administration
FAQ

Frequently asked questions about Kimberly Loux Cfp® Chfc® Clu®

Quick answers generated from the profile data available on this page.

What company does Kimberly Loux Cfp® Chfc® Clu® work for?

Kimberly Loux Cfp® Chfc® Clu® works for Raymond James.

What is Kimberly Loux Cfp® Chfc® Clu®'s role at Raymond James?

Kimberly Loux Cfp® Chfc® Clu® is listed as Senior WealthTech Leader and Yoga Teacher passionate about creating tech solutions that help Financial Advisors better manage their clients’ financial health at Raymond James.

What is Kimberly Loux Cfp® Chfc® Clu®'s email address?

AeroLeads has found 1 work email signal at @ubs.com for Kimberly Loux Cfp® Chfc® Clu® at Raymond James.

What is Kimberly Loux Cfp® Chfc® Clu®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 256 for Kimberly Loux Cfp® Chfc® Clu® at Raymond James.

Where is Kimberly Loux Cfp® Chfc® Clu® based?

Kimberly Loux Cfp® Chfc® Clu® is based in Greater Tampa Bay Area, United States, United States while working with Raymond James.

What companies has Kimberly Loux Cfp® Chfc® Clu® worked for?

Kimberly Loux Cfp® Chfc® Clu® has worked for Raymond James, Sigfig, Raymond James & Associates, and Ubs.

Who are Kimberly Loux Cfp® Chfc® Clu®'s colleagues at Raymond James?

Kimberly Loux Cfp® Chfc® Clu®'s colleagues at Raymond James include John Niswonger, Mary K., Beau Riggs, Cltc®, Esan Wealth Management, Cfp®, and Shirley Williams.

How can I contact Kimberly Loux Cfp® Chfc® Clu®?

You can use AeroLeads to view verified contact signals for Kimberly Loux Cfp® Chfc® Clu® at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Kimberly Loux Cfp® Chfc® Clu® attend?

Kimberly Loux Cfp® Chfc® Clu® holds Business Administration, History & Policy, Business Administration from Carnegie Mellon University - Tepper School Of Business.

What skills is Kimberly Loux Cfp® Chfc® Clu® known for?

Kimberly Loux Cfp® Chfc® Clu® is listed with skills including Problem Solving, Wealth Management, Retirement Planning, Financial Planning, Marketing And Communications, Asset Allocation, and Investment Strategies.

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