Call: 508-673-3300

Financial Planning and Insurance for Greater Fall River, MA

Email: info@jmarshallfinancial.com
J. Marshall Associates Financial
		  Planning and Insurance for Greater Fall River, MA

Profiles

Kimberly Butterfield Charted Financial Consultant

Kimberly Butterfield
Vice-President and
Director of Administration
Chartered Financial Consultant

Kimberly Butterfield

Kimberly joined J. Marshall Associates in 2000 and is the daughter of the president of J. Marshall Associates, Joseph Marshall.

Kimberly, formerly an elementary school educator, feels this role has assisted her in developing positive relationships with clients.

Kimberly earned her degree from Bridgewater State College. Currently, Kimberly holds several securities registrations (CA, MA, NJ, RI) with Cetera Advisors, LLC, allowing her to act as a registered representative for her clients.

Kimberly is also registered with Cetera Advisors, LLC, allowing her to act as a Financial Advisor. She also currently holds her CHFC designation, as well as Series 6, 63, 65 and 7.

Kimberly is active in the community as a member of the Fall River Rotarian Group and the Faxon Animal Rescue League. She is also supportive of the elementary school system on a volunteer basis. She currently resides in Taunton, Massachusetts with her husband, Chris, son, Christian, and black Labrador Jake.

Credentials / Designations / Registrations

Chartered Financial Consultant (CHFC) / Vice-President and Director of Administration
Securities Registrations: Life & Health Insurance, Series 6, 7, 63, and 65.

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