Kimberly A. Branch, CFP®, CLTC

Kimberly A. Branch, CFP®, CLTC is the President of 4WARD Financial Marketing. She joined the company in November of 2006, bringing with her 16 years of experience in the financial services industry. She previously served as a Regional Vice President of Business Development for AIG Financial Advisors, Southeast Region.

Kimberly's expansive industry knowledge and experience as a former regional manager, wholesaler, and registered representative, provide a powerful framework for her role with 4WARD. Dynamic and highly interactive, Kimberly is dedicated to establishing personal relationships with NEXT representatives across the country, and empowers them to execute their Vision. 4WARD's ultimate goal is to bring every representative's Vision to life, and our creative tools serve as catalysts for their growth.

Kimberly oversees each of the three distinct divisions of 4WARD, Corporate Planning, Marketing, and Website & Products, ensuring that the support representatives receive is unmatched. 4WARD partners with representatives to integrate their unique brand strategy into a competitive client communication piece, thereby better positioning them in the marketplace. From the graphic design of marketing collateral, to building compelling websites, organizing conferences and travel arrangements, to creating industry press releases, Kimberly is involved in every process.

In addition, she overlooks "The NEXT Journey" book project. Collectively written by NEXT representatives, it is a great marketing tool, since it can be personalized with their own biography, photo, and introduction.

Since joining NEXT, Kimberly has created the incredibly successful "The NEXT Challenge: Coaching and Mentoring Program" offering topical management solutions to address advisor's growing needs. Together with the 4WARD team, she is ceaselessly committed to delivering more innovative marketing solutions in the near future.

Kimberly holds a CFP®, CLTC and LUTCF, along with Series 6, 7, 24, 53, 63 and 66 licenses and life and health insurance licenses. Hobbies include gardening, designing toddler clothes, creating works of art, and spending time with her daughter.