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Kim Carr

Kim Carr

Client Services Associate

As a Client Services Associate, Kim will handle managing the onboarding of new clients and aiding with account maintenance. She will also help with client meeting prep, reviewing, and processing client paperwork and virtual forms, and she will oversee money movement and fund transfers. Kim loves to interact with clients and get to know them on a personal level.

Kim received a Bachelor of Science in Business Administration from Cleveland State University majoring in Human Resources.  She has extensive experience working with Charles Schwab, she came to Elios after working at two other local financial firms.  She was fortunate to be home with her kids for fifteen years before she got back into the workforce and has been in the financial field ever since. 

Kim is originally from Cleveland and resides in Olmsted Falls with her husband and three of her four children.  In her spare time, she enjoys vacationing with her family and spending as much time with them as possible.  Kim always says that life is better on the beach and tries to get to one a few times a year!