Delivering Direction and Control – Episode 25
Guest: Kimberly Nelson, Advisor at Coastal Bridge Advisors
In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guest, Kimberly Nelson – Advisor at Coastal Bridge Advisors – to discuss the special place that Coastal Bridge has in the wealth management industry and how they utilize the boutique nature of their firm to offer an uncomplicated advisory approach for clients.
David and Kim go on to talk about her specialty in navigating divorce and subsequent financial planning to best support her clients, with a focus on women who are navigating an overwhelming amount of advisors during the dissolution process. Kim explains prenups and trusts and the importance of having them coexist for the maximum benefit of a variety of circumstances, including “financial infidelity” which she highlights during our conversation.