Kimberly OwensOffice Administrator
Phone: (407) 447-7688 Kimberly has worked in the areas of office administration and client service for the past ten years with the last eight years being in the financial services industry. Prior to joining Apex Wealth Management she worked for a global financial services company where she served in a variety of roles, centered mostly around client service. Her primary responsibilities at Apex Wealth Management encompass overall office administration and assisting with client service. From a personal standpoint, Kimberly was born and raised in Orlando, Florida. She currently resides in Central Florida with her three children -- a daughter, age 13, and two sons, ages 11 and 7. When Kimberly is not working she enjoys spending time with her family and cherishing every possible moment with her three children. ![]() About Us
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Securities offered through Triad Advisors, Inc. Member FINRA / SIPC. Triad Advisors, Inc. is an FINRA registered securities broker-dealer and SEC Registered Investment Advisor registered in all 50 states. This website is published in the United States for residents of the United States. Triad Advisors, Inc. is a member of the Securities Investor Protection Corporation (SIPC). Triad Advisors professionals may only conduct business with residents of the States and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Triad Advisors office for information and availability. Products and services mentioned in this website may not be available in all states. To request information, contact your Triad Advisors, Inc. investment professional. Triad Advisors, Inc. is not soliciting business in any state or international jurisdictions where it is not registered. No statement within the website should be construed as a recommendation to buy or sell a security or to provide investment advice.
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