Kim Nugent

Kim Nugent

Wealth Manager | Portfolio Manager | Senior Vice President | Shareholder | Women of Excellence 2023 Recipient | Rochester, New York, United States

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Work Experience

Sage Rutty & Co., Inc

Senior Vice President-Wealth Manager

2018-10-01 — Present

Sage Rutty & Co., Inc

First Vice President-Wealth Manager

2010-08-01 — Present

Smith Barney/MorganStanley

Vice President-Wealth Management

2004-01-01 — 2010-07-01

Skills

retirement planning legacy estate planning small business strategies trust services financial planning investment management sage rutty university wealth management 401k

Languages

English