Kimberly Branch Email Address

Vice President of Marketing Strategy

American Portfolios Financial Services Inc. is a fullservice financial institution. Based in Holbrook, N.Y., the institution offers an array of financial services, such as personal financial and retirement planning, securities trading and mutual funds. Additionally, it provides access to investment research, longterm care planning, insurance products and taxfree investing. The institution provides feebased asset management solutions through its subsidiary, American Portfolios Advisors Inc. American Portfolios Financial Services Inc. is a member of the Financial Industry Regulatory Authority FINRA and Securities Investor Protection Corporation SIPC.

EXECUTIVE PROFILE Experienced, motivated, innovative, authentic and versatile leader specializing in marketing and business development with over 20 years’ experience in the financial services industry. Adept at the development and implementation of cutting-edge strategies to both increase productivity and recruit/retain advisors. Channel sales expert with the intuitive ability to understand exactly what is necessary to move initiatives from mere thoughts to fruition. Recognized for the development of unique strategies and methods to assist financial professionals and organizations in meeting and exceeding goals. Designations and Licenses: Holds a CFP®, CLTC and LUTCF, along with FINRA Series 7, 24, 53, 66, 6 and 63 licenses. Other designations include Content Marketing Specialist and Certified Customer Value Optimization Specialist from Digital Marketer.