Kimberly Bridges

Kimberly Bridges

Director of Financial Planning BOK Financial
Expertise
  • Financial Planning
  • Retirement Planning
  • Wealth Management

Kimberly Bridges, PhD, CFP®, CPWA®, CDFA® is responsible for developing and implementing the financial planning strategy throughout all channels within BOKF's Wealth Management division. Previously, she held positions as a senior financial planner at Commerce Trust Company and BMO Private Bank in Kansas City, MO, as well as Stoker Ostler Wealth Advisors in Scottsdale, AZ.

Bridges has a passion for educating and empowering women to make smart financial decisions. This passion fueled her desire to earn a doctorate in personal financial planning from Texas Tech University. Her graduate research focused on women's financial issues, and she has become a recognized expert in this area, presenting to audiences of women and the advisors who serve them throughout the United States and Canada.

Bridges holds the CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor®, and Certified Divorce Financial Analyst® designations and she serves on the national board of directors for the Financial Planning Association. In her free time, she enjoys hiking, stand-up paddle boarding and spending time with her family. Bridges lives in Mesa, AZ, with her husband.

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BOK Financial Corporation is a more than $50 billion regional financial services company headquartered in Tulsa, Oklahoma with more than $105 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., and BOK Financial Private Wealth, Inc. BOKF, NA's holdings include TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial (in Arizona, Arkansas, Colorado, Kansas and Missouri); as well as having limited purpose offices Nebraska, Wisconsin, Connecticut and Tennessee. The entities held by BOK Financial Corporation are periodically referred to collectively as BOK Financial Corporation Group. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com.

Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors.

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.

The content in this article is for informational and educational purposes only and does not constitute legal, tax or investment advice. Always consult with a qualified financial professional, accountant or lawyer for legal, tax and investment advice. Neither BOK Financial Corporation nor its affiliates offer legal advice.

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