Knowledge Powered by experience

Kim Desio

Senior Registered Client Service Associate
732-223-8987

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After entering the financial services industry in 2003, Kim passed her 7 and 66 exams and was asked by her Manager to coach the other Sales Assistants in her office. Known for her exceptional customer service, Kim was approached by Geoff to work alongside him in 2008. Kim also acts as the technology liaison for the Manasquan Branch. As the Senior Registered Client Service Associate for Geoff, Kim handles all administrative needs for the team and enjoys providing their clients with the ultimate client experience. A Toms River resident, Kim is a proud mother of three and grandmother of two.


Registered States:
FL, MI, NJ, NY