Investment Mgmt in Los Angeles

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Specialties: Financial Advisor / Wealth Management

Kimberlea Archer
Senior Director - BNY Mellon Wealth Management

Kim Archer is the quarterback for her client's financial lives. Kim uses a team approach for her high net worth clients to help them integrate asset allocation, tax and estate planning, private banking, philanthropy and family governance.

(310)551-7670

10250 Constellation Blvd
Los Angeles, CA 90067-6252 - MAP

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Profession	Investment Mgmt

Specialty	Financial Advisor / Wealth Management

Group	SBAY2

Business Name	BNY Mellon Wealth Management

Title	Senior Director

Address	10250 Constellation Blvd Suite 2100 Los Angeles, CA 90067-6252

Work Phone	(310)551-7670

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Member Since	3/2011

I work with high net worth individuals and families, and am responsible for integrating estate planning, tax strategies, private banking, philanthropy, family governance, asset analysis and investment management

investment management, tax, wealth & estate planning, private banking, lending/credit, asset servicing

$3mm+ in investible assets; individuals/families, business owners, corporate executives

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1600 Newport center Drive
Newport Beach, CA 92626

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Charities	Habitat, DFS, Starz Lax Fdn, WIN, Global Vol


Organizations	South Bay Estate Planning Council

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