Kimery Wealth Management, LLC

Fiduciary, fee-only CFP® focused on serving high net worth individuals, families and business owners.

Taylor Nobriga is a financial advisor at Kimery Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at B.Riley Wealth Management, Inc. since 2015 before joining Kimery Wealth Management in 2023. Kimery Wealth Management serves individuals, high-net-worth clients, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment vehicles and conducts due diligence on managers while operating a wrap fee program and providing integrated tax planning services through a separate entity.

Matthew Heffington is a financial advisor at Kimery Wealth Management, LLC in Memphis, TN, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He has been with Kimery Wealth Management since 2017. Kimery Wealth Management serves individuals, high-net-worth clients, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs third-party managers and various investment vehicles while maintaining the ability to manage individual securities for some accounts, overseeing approximately $440.8 million in discretionary assets.

Kevin Kimery is a financial advisor with Kimery Wealth Management, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Outside of finance, he serves as a line judge for NCAA Women's Volleyball and is a limited partner in Morpheus Partners. Kimery Wealth Management serves individuals, high-net-worth clients, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs third-party managers and a variety of investment vehicles while maintaining the ability to manage individual securities and operates a wrap program alongside a separate tax-planning entity.

Ronald Behymer is a financial advisor with Kimery Wealth Management, LLC in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Kimery Wealth Management since 2018 and previously spent ten years with Charles Schwab Bank and Charles Schwab & Co., Inc. Kimery Wealth Management serves individuals, high-net-worth clients, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of third-party managers, mutual funds, ETFs, and separately managed accounts, and operates a wrap program alongside a separate tax-planning entity.

Ryan Dean is a financial advisor at Kimery Wealth Management, LLC in Memphis, TN, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Strategic Financial Partners, Sherman Williams, and the University of Memphis. Kimery Wealth Management serves individuals, high-net-worth clients, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $440.8 million in assets and uses a combination of third-party managers, mutual funds, ETFs, and separately managed accounts to implement client portfolios.