Kimberly Anne Willie

Employer firm

Alliancebernstein L.p. CRD 108477

$763B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
• 06/2014 → Present
  Bank Of America, N.A.
  Nashville, TN

Previous Registrations

• 2014-07-07 → 2018-01-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
  Atlanta, GA
  Nashville, TN
  Franklin, TN
  Brentwood, TN
  Franklin, TN
  Franklin, TN
  Franklin, TN
  Franklin, TN
  Marietta, GA
  Marietta, GA
  Franklin, TN
  Franklin, TN
• 2011-04-15 → 2014-06-12
  Valic Financial Advisors, Inc.
  Brentwood, TN

Exams

• S66 Uniform Combined State Law Examination
  2010-12-31

Other Names

• Kimberly Anne Willie
• Kimberly Anne Willie
• Kimberly Anne Willie
• Kimberly Willie