Kim Koert

Senior Client Service Specialist

A Naples native who has translated a diverse career into success as a Senior Client Service Specialist with Moran Wealth Management®. Kim’s client-first mentality previously earned her the President’s Award for Customer Service during her tenure with the Brookshire Grocery Company. Kim’s ideal day would start with a cappuccino on a porch overlooking the Appalachians, and finish poolside in Naples. A former Humane Society volunteer, Kim is most proud of raising a loving son, and her future hopes include grandchildren, international mission trips, and a visit to the Grand Canyon.

(239) 920-4415  |  Kim.Koert@MoranWM.com