Chartered Advisor in Philanthropy®
Kimberly Ary
Kimberly is a Financial Advisor for the Everest Capital Private Wealth Management Group of Wells Fargo Advisors which was awarded #14 of the 2025 Forbes Top Wealth Management Teams High Net Worth. Kimberly also received the “Forbes Best-In-State Top Next-Gen Wealth Advisors” for the state of California. She focuses on managing client relationships, business strategy and community development. Prior to joining Wells Fargo Advisors in 2019, Kimberly began her career at Merrill Lynch. With a focus on multigenerational wealth planning, financial strategies for women, and endowment funds, Kimberly advises in the areas of retirement preparation, gift planning, and other wealth management aspects.
Kimberly graduated from Brigham Young University – Idaho with high honors of Cum Laude.
She enjoys serving in the community as a board member of the Acoustic Neuroma Association as well as a volunteer mentoring high school students in underserved populations in CA. She has partnered with the California Council on Economic Education for the past several years coaching students through financial and investment case studies. Kimberly has been married to her college sweetheart, Alexander Ary, another advisor with the Everest Capital Team. They reside in Thousand Oaks, California with their two ragdoll cats, Momo and Maya. She enjoy cooking, hiking and any other adventure that takes her outdoors.
CA Insurance License Number: #4009217, Resident State: CA.
The Everest Capital Private Wealth Management Group of Wells Fargo Advisors which was named #14 on the 2025 Forbes Top Wealth Management Teams High Net Worth.
2025 Forbes Top Wealth Management Teams High Net Worth: Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Top Wealth Management Teams High Net Worth rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
