Kim Gattis | Source | Senior Vice President, Manager, Financial Planning at UMB Bank

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Kim Gattis

Senior Vice President, Manager, Financial Planning at UMB Bank
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As a financial planner, Kim is responsible for creating dynamic plans for individuals, families and business owners. As part of the wealth team, she helps clients identify their life priorities, and assists them with formulating a plan to meet their specific needs while helping them find direction and meaning through the process of wealth accumulation, preservation and transfer.

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  • UMB Bank
    Senior Vice President, Manager, Financial Planning
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  • Why Consult a Financial Advisor Before Retiring?
    Kim emphasizes that advisors turn goals into actionable plans and keep you on track. Ask your advisor: "Am I on track to maintain my lifestyle in retirement?" and "How can I set aside money for my hobbies?" These questions ensure a comprehensive retirement strategy, covering lifestyle, healthcare, and tax planning.
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