Kimberly Suarez

With over 2 decades of marketing experience in the financial industry, Kimberly turns complex retirement topics into clear, approachable messaging.

Kimberly grew up in Scituate and now lives in Norwell. She graduated from UMass Dartmouth with a degree in Graphic Design and has spent most of her career in financial services, earning recognition as an award-winning designer along the way. As Director of Communications, she helps to lead the firm's marketing, branding, and client communication, overseeing campaigns across digital, print, and events, and is passionate about translating complex topics into clear, approachable messaging that helps clients feel confident and informed. A proud mom of two and stepmom of four, Kimberly and her husband love exploring the South Shore waterfronts, eating local, and catching live music. In her free time, she enjoys audiobooks, lifting weights, and avoiding cardio whenever possible.