Kimberly A. Santarsiero

Vice President—Investments
Financial Advisor

Kim acquired an M.B.A. from Marywood University in Finance & Investments.  She holds a Bachelor of Science in management and a double major concentration in accounting and economics.  She was employed as an accountant in the banking industry for five years before joining Smith Barney in 1998 as an Investment Advisors.  She then joined Wells Fargo Advisors as Vice President Investment Officer where she worked for the last eight years. In December of 2018 Kim took a position with LPL Financial where she is an Investment Executive.  Kim has become very instrumental in assisting her community.  In January 2016 she was asked to join the Moses Taylor Foundation Board that improves the health and wellness of residents and communities, primarily in Northeast Pennsylvania.  She sits on the Board of St. Joseph’s Center, that strives to be a sign of hope to individuals and families who have special needs.  She served as the President on the Board of Directors for the St. Joseph's Foundation in Scranton and as the President of its Investments Committee before retiring from that board and moving to the center board.  She also serves on NEDCOS board that fosters economic growth for small businesses and municipalities in our servicing region.  In addition she served on the Board of Dress for Success Lackawanna, where she was the grant writer.  She was named Northeast Women in Lackawanna County in 2007 and the National Federation of Business and Professional Women named her 2004 young careerist in recognition of her outstanding career achievements.  She earned her Financial Planning Specialist designation in 2004.  In 2005 she earned a Wealth Management title and also received her IMCA designation.  In 2008 she was promoted to Senior Investment Management Specialist.  She resides in Dunmore, Pennsylvania with her husband William and their two children Anthony & Alexis.

Kim provides Financial Planning and Investment Management Services for Individuals, Businesses, Pension Funds, Foundations and Endowments.