Kimberly Vermillion, QKA®
Kimberly Vermillion, QKA®
Director of Retirement Services
Shareholder-EagleStone Retirement Services
Kimberly Vermillion joined Eaglestone Retirement Services in January 2022 as a Senior Consultant Associate. Her career began in a mid-size Third Party Administration firm in Maryland, and she has more than 20 years of experience in virtually all aspects of qualified plan administration.
Kimberly attended University of Maryland University College and is a member of the American Society of Pension Professionals and Actuaries (ASPPA), where she maintains her Accredited QKA®(Qualified 401(k) Administrator) designation. She assists on new plan proposals and recommends the optimal plan design to meet the needs of her variety of clients.
Kimberly has built lasting relationships with clients, tax, and financial advisors. During her career, she has had the opportunity to work on plans ranging in size and design, including 401(k)/Profit Sharing, Defined Benefit, and Cash Balance Plans. She provides daily support to her clients and ensures compliance with the ever-changing laws surrounding qualified retirement plans.
Kimberly was born and raised in Rockville, MD where she enjoyed time with her family boating/jet skiing on the Potomac River and Chesapeake Bay every summer. She currently resides in Frederick County, MD with her husband.
Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
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Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.