Kia Jeffery - Adviser Investments

Kia Jeffery

Client Service Associate

Kia joined Adviser Investments in August 2021 as a Client Service Associate. She is responsible for the coordination and resolution of a variety of service and reporting requests between the client, the relationship management team, and custodians. Prior to joining Adviser Investments, Kia was a Client Service Associate on the Relationship Management Team within a Boston-based investment company. Kia graduated from Northeastern University in 2015 with a B.S. in Business Administration and a minor in Psychology. In her free time, she enjoys traveling and spending time with her young nieces.

For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.

Financial Planning

Estate Planning

Investment Management

401(k) Advisory

Tax Services

Retirement Planning

A Wealth Team
Centered Around You

Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.