Kimball Gwillam

Kimball joined Watts Gwilliam in 2022. Born into a family rooted in the finance industry, Kimball inherited a passion for wealth management from his father Brad Gwilliam, co-founder of the firm.

Kimball is a key contributor to the firm’s service model by working closely with clients reporting, performance, and planning needs. In addition to being a registered investment advisor representative, he is actively pursuing his Certified Financial Planner (CFP) designation.

Kimball enjoys creating financial plans for clients, aiding them to maximize their wealth. He believes that planning for one’s future is key to financial success. He prides himself on not only his ability to understand a client’s financial picture but also his ability to adjust accordingly to each individual’s needs.

Outside of the office, Kimball enjoys traveling with his wife, playing tennis, fitness, and bodysurfing.