Kimberley Dowdy in

Kimberley Dowdy

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Manager, Advisory Operations at Private Client Services (PCS), Member FINRA, SIPC
📍 Birmingham, Alabama, United States

Kimberley is an operations leader in the financial advisory sector, specializing in streamlining processes and enhancing advisor performance. She focuses on simplifying complex workflows to improve the client experience. Colleagues describe her as personable, attentive, and a relationship-building professional with degrees from the University of Alabama system.

Outside of her career in finance, Kimberley is a certified Pilates Reformer Trainer and a Senior Fitness Specialist. This demonstrates a strong personal commitment to health, wellness, and physical fitness, highlighting a disciplined and supportive nature that likely translates into her professional life.

Her number one CliftonStrengths is "Woo, " reflecting her natural ability to win others over and build rapport.

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Experience
23 Years
Current Role
Manager, Advisory Operations
Job Level
Middle
Location
Birmingham, Alabama, United States
Personality Overview

How Kimberley shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kimberley cares about

Advisor Success
Her roles center on supporting financial advisors by managing complex transitions and improving operational efficiencies to help them succeed.
Operational Excellence
Passionate about simplifying complex processes, removing friction, and building scalable systems that help teams work smarter and serve clients more effectively.
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Career

Work history

3-2026
Manager, Advisory Operations
Private Client Services (PCS), Member FINRA, SIPC
8-2024 - 3-2026
Client Ops and Performance Analyst II
Highland Associates
2-2024 - 6-2024
Senior Operations Specialist
RFG Advisory
1-2023 - 1-2024
Operations Specialist and Advisor Transitions Lead
RFG Advisory
1-2022 - 12-2022
Operations- Advisor Transitions and CSA Mentor
RFG Advisory
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor's
The University of Alabama
Masters
University of Alabama at Birmingham
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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