Broker Check
Kimberly A. Dunn- McGrath

Kimberly A. Dunn- McGrath

Finacial Advisor

Kimberly guides clients through a comprehensive, financial planning process that empowers
them to create a meaningful and sustainable financial future. She starts by creating
organization in a clients’ financial life. Then she designs a protection plan to defend against the
highest threats to a clients’ financial well being. Kimberly works together with her clients to
determine strategic savings and investing plans that will adapt as their life changes. Once
implemented the plan allows her clients the freedom and peace of mind to enjoy their life
knowing they are working towards their best possible financial future. Through technology, a
client is able to be interactive in their financial planning. Clients have constant access to their
own website where they can track their progress and securely store important documents and
information. Kimberly enjoys working with business owners and philanthropies as well as
families and individuals.
“My purpose is to help you discover your life’s purpose and to partner with you to create
a financial plan that will foster and support that purpose!”

Kimberly graduated from Thomas More College with a Bachelor of Business Administration.
She went on to complete her Master of Science in Human Environmental Studies with a
Specialty in Family and Financial Counseling. Kimberly has been in the industry for over 10
years and feels she has found her true life’s purpose. When not working she enjoys spending
time with her family and two dogs watching Alabama football. She also loves to SCUBA dive,
hike, play golf, travel, volunteer, and dance. Her favorite place in the world is Cozumel Mexico
for the diving, the people, and the food.

Registered Representative and Financial Advisor of Park Avenue Securities & Financial Representative