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Kimberly Negre

Kimberly Negre

Financial Advisor

High Point, NC

Mobile: (704) 699-7722

Kim attended Appalachian State University and received a Bachelor of Science degree in Business Administration with a concentration in accounting, in 2005. Prior to joining Equitable, she worked as a tax accountant at a CPA firm in Concord, NC from 2005 - 2020. During her tenure, she worked with clients of diverse backgrounds, ages, and educational levels, witnessing the significance of having a solid financial plan. Life's unexpected events, such as the loss of a loved one, medical emergencies, or caregiving responsibilities, can drastically alter a financial plan, underscoring the importance of proactive preparation. Motivated by a desire to assist clients in achieving their retirement goals, Kim aspired to elevate their financial well-being. She recognized the need to help clients not only plan for the present but also secure a prosperous future after years of hard work.

Since joining Equitable in 2021, Kim has been able to leverage her experience to help clients realize their financial objectives while implementing tax strategies to enhance efficiency. Kim enjoys working with individuals and small business owners and implementing strategies with a focus on tax efficiency which leans on her background as a tax accountant. She is committed to getting to know her clients from a holistic standpoint and understanding their needs before making a recommendation. Building long-term relationships with her clients has always been a top priority.

Outside of her professional pursuits, Kimberly resides in Concord with her husband and two sons. She actively engages in community organizations and is dedicated to her church. During her leisure time, she cherishes moments spent with family and friends, as well as exploring new travel destinations.