Kim Mathewes

Operations / Administrative Manager

843-471-2641

Experience

Kim Mathewes enjoys working with clients to provide premier service to meet their investment needs. With over 20 years of experience in the financial industry, she joined Millennium Private Wealth in 2016 to manage the team’s operations and administration. Prior to coming onboard with Millennium, she was the Operations Manager at Raymond James & Associates in Mt. Pleasant, South Carolina. She has also worked as a Sales Assistant at UBS Financial Services in Charleston, South Carolina and Columbus, Ohio.

Education

Kim graduated Summa Cum Laude from Ohio Dominican University located in Columbus, Ohio with a BS in Business Administration. She was also Captain of the ODU women’s softball team, earning NAIA All-American, National Player of the Week and Scholar Athlete awards.

Kim holds security Licenses Series 66, Series 7, Series 9, Series 10, LA&H.

Other Interests

Kim and her husband, Bobby, reside in Mt. Pleasant with their four children.

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