Kimberly S. Merry
Partner/Business Manager
NY: 585.203.1211 x103
Education
Rochester Institute of Technology, B.S. Business Management
Kim is a partner at Seneca Financial Advisors and currently serves as Business Manager. Prior to joining Seneca, Kim served with a global firm in the Private Clients Group and Finance Department.
As Partner and Business Manager with Seneca Financial Advisors, Kim oversees the firm’s business functions, including finance & accounting, client billing, and insurance. In addition, she assists with the firm’s securities compliance, operations, information technology, and human resources.