Kimberly A. Harris

“Helping clients is my thing.”

In far too many firms being an “assistant” means just that.  At Stage 2 I’m expected to be far more.  It’s my job to make sure that everything happens when it’s supposed to.

If you need a distribution, it’s my job to help.  Opening a new account, again that’s what I do.  I’ve been doing this for 25 years.  I started right after college and still really like what I do.  It was a great choice, one I’m very glad I made.

I pride myself on being organized and efficient.  This is a very important trait in my job and here’s why….Sometimes the advisors will not provide all the information we need to help you either invest, start a new account or make a withdrawal.  Without the right information in the right place your service slows down.  I love it when I find something, make the fix and your service is even faster than you expected.

I’m a local person.  I’ve grown up in Clifton Park and still live there.  I love the North Country.  There are tons of activities for me to do with my family and friends.  I enjoy skiing and camping.  I really can’t think of a better place to live. 

I always appreciate the clients we have.  I know I’m part of a team and my role is really important in helping you have your expectations exceeded.  It’s all part of helping to make your life better.