Senior Vice President & Relationship Manager
Kim Cornwell joined South Texas Money Management in August of 2013 as a Senior Investment Advisor. She brings a broad range of investment and financial services experience to the firm. Ms. Cornwell has over 25 years of experience working with high net worth clients in the areas of investments, retirement, executive and employee benefits, taxation, trusts, estates and risk management.
Most recently, she was a Vice President at The Trust Company, where she was responsible for the comprehensive financial planning program for clients and businesses and served on the Investment and Trust Management Committees. Before joining The Trust Company, Ms. Cornwell worked for USAA as a Director in the Financial Advice Center and was also responsible for developing and training specialized retirement teams. During her career she has established retirement plans for organizations and individuals, including 401(k), 403(b), 457 and 501(c)3 plans and has developed and presented financial seminars and workshops for individuals, employees and executives.
Ms. Cornwell is a CERTIFIED FINANCIAL PLANNERTM professional, and holds multiple securities licenses, including FINRA Series 7, 63, 65, and 24, as well as her Texas Life and Health and Variable Annuity licenses.
Ms. Cornwell holds a B.B.A. from Texas Tech University and is a member of the Financial Planning Association of San Antonio and South Texas, as well as the San Antonio Estate Planners Council.