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Kimberly T. Moore

Kimberly T. Moore

Client Relationship Manager, Insurance Specialist, & Notary

Kim enjoys the daily interactions she has with our clients and feeling like they are family. She joined Stein Wealth Advisors in March 2013 as office manager. In January 2014, she became a licensed PA Insurance Producer, and, in June 2014, she was promoted to the position of client relationship manager and became a licensed notary. She provides in-depth client relationship support, including coordinating prompt responses to requests and facilitating effective communication with clients.

Kim arrived at Stein Wealth Advisors with a strong background in consumer loan and credit risk operations. Working in Pittsburgh, PA, she spent three years as a risk analyst for the home equity department of PNC Bank and, before that, was a risk analyst for the credit card department of Mellon Bank for four years. In both positions, she worked with the three main credit bureaus to develop selection criteria and follow-up tracking for credit offer mailing lists.

She holds a Bachelor of Science Degree in Business Administration and Management from California University of Pennsylvania. At that time she also became an active member of Sigma Sigma Sigma sorority.

Kim and her children, Ryan and Lauren, live in McMurray, PA.  When she’s not cheering for the Peters Twp. Football or Lacrosse teams, she can be found walking her beagle mix, Dixie, kayaking, gardening, or testing new recipes.

Credentials

  • Licensed PA insurance producer
  • Licensed PA notary