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Kim Abello (she/her/hers)

Financial Advisor
Wells Fargo Advisors
Lighthouse Point, Florida

Kim Abello, CEPA, is a financial advisor with an extensive background in accounting, finance, banking, valuation, and investment banking. As a registered representative with the McCarthy Wealth Management Group of Wells Fargo Advisors, Kim works closely with high-net-worth individuals to help design personalized investment strategies that reflect their risk tolerance, financial goals, and the challenging financial demands of significant wealth. With over three decades of ownership transition experience, Kim is a trusted advisor for business owners selling their companies. She is a frequent speaker on ESOP issues and a amember of the NCEO and the ESOP Association.

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