Kimberly Adams-DiPiero, CPA, CLU, ChFC
Executive Vice President
Chief Financial Officer
A graduate of Florida State University with a master’s degree in accounting, Kim began her career as a Certified Public Accountant (CPA) specializing in auditing with Cooper’s & Lybrand. Throughout her years in the financial services industry, she earned the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). The ChFC program is a comprehensive financial education program including advanced courses in estate planning, retirement planning, and other financial planning applications.
Kim joined ProVise in 1995 and has over 30 years of experience in the financial services industry. Her background includes public and private accounting, portfolio design and asset management, wealth transfer planning and financial planning.
Kim has been featured in the Wall Street Journal, quoted in Smart Money Magazine, and was named to the Financial Times inaugural list of top 100 Women Advisors in 2014. Her community service includes participation in Morton Plant Mease Foundation’s Women in Philanthropy group. Kim is a native Floridian who has lived in the Tampa Bay area since 1985. She and her husband, Marc, currently reside in Clearwater.