Kimberly Branch

Kimberly A. Branch, CFP®, CLTC, LUTCF, President of 4WARD Marketing, Inc. joined the firm in November of 2006, bringing with her 16 years of experience in the financial services industry. She previously served as a Regional Vice President of Business Development for AIG Financial Advisors, Southeast Region.

Kimberly's expansive industry knowledge, marketing leadership and vast experience as a former regional manager, wholesaler, and registered representative, provide a powerful framework for her role with 4WARD. Dynamic and highly interactive, Kimberly possesses a proven track record and is dedicated to establishing personal relationships with NEXT representatives and Premier Partners across the country. She empowers them to execute their vision through innovative and inspirational initiatives. 4WARD's ultimate goal is to bring every representative's vision to life, and Kimberly’s creative tools serve as catalysts for their growth.

Kimberly oversees divisions of 4WARD - Corporate Meeting Planning, Coaching Programs, Graphic Design Services, Turn-Key Seminar Marketing, Corporate Communications, Social Media, Premier Partner and Sponsor Relations, and Website and Product Sales, ensuring that the support received is unmatched. 4WARD partners with representatives to integrate their unique brand strategy into a competitive client communication piece, thereby better positioning them in the marketplace. She retains a keen understanding of the impact corporate communications and marketing strategies have on a firm. From the graphic design of marketing collateral, to building compelling websites, organizing conferences, to creating industry press releases, Kimberly leads her team seamlessly in all endeavors.

Since joining 4WARD, Kimberly has created the incredibly successful "The NEXT Challenge: Coaching and Mentoring Program" offering topical management solutions to address advisor's growing needs. Together with the 4WARD team, she is committed to delivering more innovative marketing solutions in the near future. Kimberly holds a CFP®, CLTC and LUTCF, along with Series 6, 7, 24, 53, 63 and 66 licenses and life and health insurance licenses. Hobbies include creating works of art, gardening, sports, reading and spending quality time with her daughter.

Visit us at www.4wardmarketing.com