Kimberley Payne, J.D., MBA, CFP®, in

Kimberley Payne, J.D., MBA, CFP®,

Critic · DISC type C
Executive Advisor at Bank of America
📍 Charlotte, North Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
24 Years
Current Role
Executive Advisor
Location
Charlotte, North Carolina, United States
Personality Overview

How Kimberley shows up

ROI Driven
Information Seeker
Objective Thinker

They prefer to do logical analysis and value evidence over emotions. They don’t appreciate bells and whistles unless backed by data. They enjoy working alone and do not rely on others very often.

Priorities

Topics Kimberley cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2023
Executive Advisor
Bank of America
1-2022 - 7-2023
Sr. Financial Planner
Raymond James
11-2018 - 1-2022
Wealth Planning Consultant
Raymond James
6-2017 - 11-2018
Client Advisor
Northern Trust Corporation
12-2015 - 6-2017
Associate Wealth Advisor
Northern Trust Corporation
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2017 - 6-2021
Doctor of Law - JD
Mitchell Hamline School of Law
2003 - 2005
Master of Business Administration (MBA)
University of South Florida
1992 - 1996
Bachelor of Arts (BA)
Greensboro College
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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