KIMBERLY BEITER Joins The Fiduciary Group as Client Services Associate | Bank and finance

November 11, 2021 – The Fiduciary Group, a wealth management firm headquartered in Savannah, Georgia, recently hired Kimberly Beiter as a client services associate. In his new role, Beiter is a member of the firm’s client services team and is responsible for the administration and reporting of client accounts.

Beiter brings over 16 years of experience in the financial services industry to his new role. Prior to joining The Fiduciary Group, Beiter served as a Senior Registered Client Associate at a local investment firm in Savannah, Georgia, where she oversaw the operations of the advisory accounts, preparing detailed portfolio and performance reports. , maintained current consulting models and acted as a privileged contact for clients. During her tenure with the firm, Beiter was honored as a Senior Client Associate in 2017, 2018 and 2019 for her professionalism, integrity and core leadership values.

Earlier in her career, Beiter worked as a mortgage processor at DeWitt Mortgage and as a member service representative at the Southern Federal Credit Union.

“Kimberly is an award-winning client services associate who shares our firm’s commitment to excellence, integrity and transparency,” said Malcolm Butler, President and CEO of The Fiduciary Group. “We are delighted to welcome her to our team and know that she will be a valuable resource for new and existing clients.

A native of Savannah, GA, Beiter is enrolled in Series 7 and 63 and studied at Georgia Southern University, Armstrong Atlantic State University, and Gordon College.

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