Kim Polston serves as Director, Private Wealth Client Services for Cresset. In this role, she plays a key role in enhancing the day-to-day experience for clients.
Previously, Kim worked at Gratus Capital as a Client Service Manager. Prior to Gratus, she worked as a Client Service Associate before transitioning to an Advisor and Financial Planner role at a wealth management firm in Alpharetta, GA, which brokered through LPL Financial. Throughout her career in the financial services industry, Kim especially enjoyed guiding her clients through their financial journeys, including investments, retirement planning, income tax planning, estate planning, and insurance needs. She was instrumental in helping to develop and build operational processes across several wealth advisory firms and handled daily trading, portfolio management, and client service needs.
Kim is a graduate of The University of Georgia and enjoys cheering for the DAWGs in the fall. She lives in Sandy Springs with her husband Shaun and their children, Evie and Bryce. Kim is an avid reader and enjoys dabbling in photography. During her free time, Kim and Shaun enjoy traveling with their children and finding good eats around the world.