Alumna of the Month

Kimberly L. Turner

Kimberly L. Turner

CFP®,MSFS, AEP®, ChFC®, CLU®,CRPS®, CAP®

March 2016

Kimberly Turner currently works as a branch financial advisor with PNC Investments. She develops and implements investment and insurance strategies for mass affluent clients. She determines the best products to support such strategies. In addition, she actively and regularly coaches and educates branch staff and internal business partners on financial concepts and financial opportunities.

Prior to becoming a financial advisor, Kimberly managed three successful real estate offices and received numerous awards. During this time she served as a part-time faculty instructor at Brevard Community College, teaching a course on the basics of real estate investments. During her tenure as a real estate broker, she was the owner and manager of Quality Title of Florida and Senior Mortgages.

Kimberly held several real estate and mortgage designations. She was inducted into the Real Estate Hall of Fame. The Home Builders & Contractors association of Brevard honored her as the 2001 Real Estate Sales Manager of the year.

Kimberly is a graduate of University of Florida, where she received her Bachelors of Science degree in Health Science. She also completed studies and was certified to become a physician assistant.

Currently she is seeking a PhD degree in financial services and retirement planning at The American College of Financial Services. She holds a Master of Science in Financial Services.

She holds several financial industry renowned designations:

    Certified Financial Planner
    Accredited Estate Planner
    Chartered financial consultant
    Chartered Life Underwriter
    Chartered Advisor in Philanthropy
    Chartered Retirement Plan Specialist
    Certified Financial Divorce Specialist
    Life Underwriter Training Council Fellow

She has earned the following distinguishing awards:

    MetLife Top Overall IXP Advisor 2013
    MetLife’s Leader’s Conference Qualifier 2012 & 2013
    Million Dollar Round Table Member Qualifier 2013 & 2014, 2015 & 2016
    Women in Insurance & Financial Services Circle of Excellence 2014
    PNC Investments Top Producer - Financial Plans 2014
    PNC Investments Top Producer - Financial Plans 2015

Kimberly is a community activist. She cares about issues affecting women and children and about affordable housing. Her philanthropic efforts are focused through her support of The Salvation Army, NAACP, BC Affordable Housing Council and global missionary work. Her passion is teaching others financial literacy topics and biblical principles.

In the past she served on various committees and boards:

    Melbourne Area Association of Realtors grievance committee
    Brevard County lawyer relations committee
    Home Builders & Contractors Association of Brevard Realtor/Builder Committee
    Habitat for Humanity Board Member
    American Red Cross Board Member
    Club Esteem Board Member
    Salvation Army Board Member

Kimberly is married to Dr. Daryl Turner. They have resided in Brevard County, Florida since 1991, and are the proud parents of three wonderful sons. She enjoys teaching, learning, tennis, chess, entertaining, fine dining, and traveling.